User guide

ManualsBrandsDraper ManualsHome building and DecorSL6

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143CL–Customer Lookup HP–Home Page PIN–Personal Identification Number VI–Visual Invoice

Printing Statements

This view is selected from the

HPHP

HP System tab,

A/RA/R

A/R Statements [C] button.

Each function header is numbered on screen showing the order in

which the user should proceed toward final statement printing. Note

that prior to using this function, configuration of certain fields must be

established. PNP orders (picked up not paid for) are not posted to

statements until they are paid for using the order Pickup process step.

PNP orders remain in process (even though picked up) until payment is

made.

GENERATE STATEMENTS TAB

1 Function Buttons

Search [F2]Search [F2]

Search [F2]—Order search function.

Menu [F3]Menu [F3]

Menu [F3]—Lesser used functions.

Home [F4]Home [F4]

Home [F4]—Return to

HPHP

ime Clock [F10]ime Clock [F10]

ime Clock [F10]—Employee clock-in/out.

2 Select Customers and Dates

•

StoreStore

Store—In centralized systems, statements can be run by indi-

vidual store or selected stores in the network. Uncheck the “(All

Stores)” checkbox to select any store or group of stores.

•

Billing GrBilling Gr

Billing Gr

oupoup

oup—Selects a user-defined billing group. Billing

groups are used to divide statement printing into smaller and more

manageable units, such as Insurance Agencies,

CCCC

CC billings, and

Standard billings. Uncheck the “(All Groups)” checkbox to select

any group or range of groups.

•

Start Printing AtStart Printing At

Start Printing At—Allows statement printing to begin with a

specific customer. If not set to a specific customer, it uses the first

customer in the View Results list.

•

Stop Printing AtStop Printing At

Stop Printing At—Allows statement printing to end with a

specific customer. If not set to a specific customer, it uses the last

customer in the View Results list.

•

Closing DateClosing Date

Closing Date—This date sets the ending range for statement order

inclusion. Orders posted through and including the day prior to

this date are included in the statement run. Orders posted on this

date are not included.

•

Due DateDue Date

Due Date—This date is printed on each statement as a reminder

to your customer of the payment remittance due date.