Printing or Emailing AR Statements

To select print and email options for statements, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then select Print statements under Accounts Receivable.
2. Enter statement options on the following tabs:
   • Template/Dates
   • Headers/Footers
   • Select Clients
   • Client Options
   • Sort Statement Output
3. Click Generate Statements to generate statements for the criteria you selected and save your entries.
4. Review the generated statements. See Reviewing AR Statements for more information.
5. Click Send.
6. Select the destination options.

Component	Description
Printer	Select the printer where the statements will be sent. If you have not configured a printer on your computer, this option will be unavailable and you can only email statements.
Number of copies	Select how many copies of the statement to print. This option is unavailable for email.
Destination Options	Select one or more of the following: Email to recipients who selected to receive statements by email Note: You must select this option to email statements as PDF files. Print for recipients who selected to receive statements on paper Print for recipients who selected to receive statements by email

7. If the AR statement is being emailed, complete the email information and click Send.

   Component	Description
   Printer	Select the printer where the statements will be sent. If you have not configured a printer on your computer, this option will be unavailable and you can only email statements.
   Number of copies	Select how many copies of the statement to print. This option is unavailable for email.
   Destination Options	Select one or more of the following: Email to recipients who selected to receive statements by email Note: You must select this option to email statements as PDF files. Print for recipients who selected to receive statements on paper Print for recipients who selected to receive statements by email

8. Click Close.