Statements-Overview & Topic List

Articles

Statements Overview and Topics
A statement is a printed document listing the unpaid invoices and unapplied credits for a customer as of a particular date.  Typically, statements are generated monthly for customers who have not paid their invoices by the due date that was specifie...
SedonaSetup-Statements
Below is a list of setup tables involved in the Statement process. Statement Rules – Used to maintain the default business rules to be used when generating customer statements. Late Fee Rules – Used to maintain the default rules and values to be ...
User Group Security-Statements
For a User to be able to generate Statements, certain security privileges must be granted to the User through the User Group Security options within SedonaSetup.  The following User Group Security options located within Application Access/AR securit...
Statement Process Definitions
This article describes in detail the option selections available for generating customer statements. Statement Generation Rules When a User begins the Statement Generation process, the Statements form will be displayed.  This form is divided into ...
How to Generate Statements
Prior to generating your first batch of Statements, make certain to read the topic Statement Process Definitions . Follow the instructions below and on the following pages to generate and print customer Statements. 1.  Navigate to the Main Applica...
Export Statements to Sebis
Follow the steps 1 through 4 in the article How to Generate Statements , and then continue with the steps below. Once the Statements have been generated, click on the BFIS Export button. The Export Wizard will be displayed.  Click on the Next ...