Page History

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• Statement #: Number assigned to statement
  
• Open Folios: Number of open folios for all AR accounts
  
• Total: Total $ amount of each Statement.
  
• Balance: Balance of Statement, this is amount due or credit balance of AR account.
  

• Statement: Export to PDF, EXCEL or as a CSV file. Click on HTML to open in a new browser window and quickly email the Statement to someone.

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Statements will display OPEN Statements by default (See figure 1). To see all Statements click on Show Closed | Show All. (See figure 2)

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Statements which are shadowed are closed statements, they have been paid in full and have a zero balance. Click on the History link to view the payment history for each Folio. OPEN Statements show in black text and with a balance.

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• "Print Statement"-Displays summary list of all bookings in the Statement
• "Print Detailed Satement" - Displays a list summary list of all bookings in the Statement AND the details of each booking in the statement. Folio referenced in the summary statement.  Therefore, if you have a Company that wishes for a summary and all of the detailed folio info to be sent with the Statement, use the Print Detailed Statement, and choose either HTML (to print and email a quick copy) or Excel to send an editable and easily modifiable version.