Statements

A statement is a summary of financial activity for a given period. The statement shows the customer how much they still owe you, how old the invoice is, and the details of any payments that have been applied to their accounts.

 

Preparation

  • Set up a form layout for printing statements in Organization > Forms.  

Set up the report options for printing statements.

Do this...

1. Open Connect Property Improvements > Reports > Statements.

2. Select a report title.

3. Fill in the report options and select a form layout.

4. Click Print (CTRL+P).

The statements print.

 

Options

Due date

The due date is the date when payment is owed.  

Do you want to use the month end as the due date?

  • Yes, I want to use the month end as the due date. Continue to the next step.

  • No, prompt me to enter the due date when the report prints. Leave the Due Date field blank.

  • No, I want to use a different date as the due date. Click Advanced Options to change variable the system is using to set the due date. If you would like to select a different day, because the due date falls on a weekend for example, select the Calendar Date option. Then, you can click the Calendar button to choose a different date.

Forms

A form is a document that has been set up to print information, such as text, titles, or variables.

Do you want to use the current form?

  • Yes, I want to use the current form. Continue to the next step.

  • No, I want to use a different form. Click on the Forms tab > Form Options subtab. Then, select a different form name from the Form drop-down list.

Include accounts with a credit balance

A credit balance occurs when an account is overpaid.

Do you want to include accounts with a credit balance?

  • Yes, include overpaid accounts. Click to select Include Accounts with a Credit Balance.

  • No, do not include overpaid accounts. Click to deselect Include Accounts with a Credit Balance.

Include accounts with a zero balance

An account with a zero balance is an account that does not have a positive or negative balance.

Do you want to include accounts with a zero balance?

  • Yes, include accounts without a positive or negative balance. Click to select Include Accounts with a Credit Balance.

  • No, do not include accounts without a positive or negative balance. Click to deselect Include Accounts with a Credit Balance.  

Include all owners

An owner is the individual or organization that owns the property that is being assessed.

Do you want to print a statement for all owners on an account?

  • Yes, print statements for all account owners. Click to select Include All Owners.

  • No, print statements only for the primary account owner. Click to deselect Include All Owners.

Mailing date

The mailing date is the date the statement will be sent.

Do you want to use the current date as the mailing date?

  • Yes, I want to use the current date as the mailing date. The current date is the default mailing date. Continue to the next step.

  • No, I want to use a different date as the mailing date. Select a different MM/DD/YYYY from the Mailing Date drop-down list, or click Advanced Options.

Report date

Do you want to use the current date as the report date range?

  • Yes, I want to use the current date. Continue to the next step.

  • No, I want to use a different date range. Change the Report Date, or click Advanced Options.