Bulk Printing Customer Statements

Bulk Printing Customer Statements

The first step to printing statements in bulk is to first create a Statement task, to learn how to do this please read: Creating Tasks

Next, you will need to ensure that customers have been assigned to the task. Each customer can be assigned to one task, and this is set using the Billing Pattern setting. there is information discussing the different ways it can be changed here: Changing the Billing Pattern of Customers.
 
To generate the current statement information, the task must be run. This can be done by right-clicking on the task and selecting Run Task.




The task will now show on the statement delivery page where the statements can be viewed, printed or saved, to learn more about this please read: Statement Delivery.

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