Individual account statements

Fred Office Plus

Statements can be created, printed and emailed individually to customers or sent in bulk. Before statements are generated however, it is important to ensure the correct options are configured. These can be adjusted at any time, however statements will need to be regenerated to take into account new settings. Similarly, email options need to be configured before statements can be emailed to customers.

Configure the statement print options

1. Go to Contacts, then select Accounts, and then select Statements in the toolbar.
   The Statements screen displays.
2. Click Print Statement.

3. In the Print Statement screen, set the Statement Print Options as required:

   Item	Description
   Statement Restriction	Restrict which accounts should be included for printing. Focus on a specific account group such as accounts in a Nursing Home or a user-defined account group.
   Print settings	Set you Group By and Order By preferences.

4. Click OK to save your settings.

Generate an interim statement for an account (non-permanent record) and print

1. Go to Contacts, then select Accounts.
2. Search for and open the account.
3. In the Statements tab, select the End Date.
4. Click Interim Statement.

5. The Interim Statement automatically opens as a PDF, ready for printing.

   This is the recommended option. No record of the Interim Statement is maintained on the account. It is not displayed in Previous Statement or Statement History.

   For a permanent statement record, click Create Statement.

Generate an individual statement and print

1. Go to Contacts, then select Statements.
2. Highlight the current schedule (bottom of page) and click Print.
3. Select Print Statement options and OK.
   The settings selected in Print Statements are retained until the next time you print statements.
4. Click the printer icon and OK.

Generate an individual statement and email

You must first configure Fred Office Plus to send emails. Refer to Configure and email statements (bulk).

You can send statements to a single account card.

1. Go to Contacts, then select Accounts.
2. Search for the account.
3. Right-click the appropriate account card and select Open Account.
4. Select the Statements tab.
5. Under Send Statement Option, select Email Statements to and enter the new email address.
6. To email the statement, click the Email button.
7. Choose the template you want to use for this account customer.
8. To send the email, click OK.
9. To finish, click OK.

Delete previous statement and regenerate

1. In the open account window, click the Statements tab.
2. Select Delete, then Save. This will delete the most recent statement batch.
3. Use the drop-down and select the End Date.
   
4. Select Create Statement, then select Save and Close.

Hide a transaction from printing on a statement

To hide a transaction or an adjustment from printing on a statement, there must be an overall effect on the account statement period of zero dollars ($0.00). You need to match a credit dollar value to the same debit dollar value to hide both from printing. This also means the transactions to be hidden must occur in the same statement period.

(Optional) Remove (unroll) the previous statement(s)

1. Go to Contacts, then select Accounts.
2. Search for and open the account.
3. In the Statements tab, click Delete at the bottom of screen to delete the previous statement(s).
4. Click Save.

Hide the credit/debit

1. Go to Contacts, select Accounts and search for and open the relevant account.
2. Select Activity and then select Hide Acclivity from the context menu.
3. Select the relevant transaction from the list of available reverse activities.
4. Click OK.
5. Click Save and Close.

Regenerate and print the updated statement

1. In the Statements tab, select the End date for the previous statement.
2. Select Create Statement.
3. Close the PDF statement.
4. Select the End date for the current statement.
5. Select , then OK to print.
6. Close the PDF statement.
7. Click Save and Close.

Related links

• Send statements to a single account
• Configure and email statements (bulk)