Print Account Statements  

There are three methods available for printing account statements.

Method 1: On the View Customers screen, retrieve the customer's account information and click the Printer Icon.

                Method 2: Right-click on the Customer Invoice and select Print Statements, or use the keyboard shortcut CTRL + P.

                Method 3: You can access the Print Statements option from the Reports menu.

Steps to Print Account Statements:

1. Select the Source(s):
• In the Sources panel (left side), check the box next to the applicable source(s). For example, select UB-Sewer Billing to print statements for sewer billing accounts.
2. Specify the Customer (Optional):
• In the Customer section:
• Enter the ID or click the ellipsis button (...) to search for a specific customer.
• Enter the Name if you want to filter by a customer name. Leave blank to include all customers.
3. Set Property Details (Optional):
• In the Property section:
• Enter the ID or use the ellipsis button to search for a specific property.
• Fill in the Location fields (e.g., No, Street, Way) to filter further. Leave blank to include all properties.
4. Filter by UB Service ID (Optional):
• Enter the Service ID or use the ellipsis button to locate a specific service ID.
• The associated property address (e.g., "207 JERICHO ROAD") will be displayed if a valid service ID is entered.
5. Set the Tax Year (Optional):
• Check the Filter by Tax Year box if applicable, and select the desired tax year (e.g., 2024).
6. Configure Interest, Costs, and Other Options:
• Check Calculate Interest thru and select a date if you want interest included up to a specific date (e.g., 08/18/2024).
• Check Calculate Cost if applicable.
7. Set the Date Range:
• In the Date Range section:
• Specify the invoice dates using Invoices Dated From and To fields. For example, from 01/01/2021 to 12/31/2024.
• Use With Activity Thru to include activity up to a specific date. Check Include Zero Balance Invoices if required.
8. Choose the Level of Detail:
• In the Level section, select either:
• Summary for a condensed statement.
• Detail for a detailed statement with more information.
9. Set the Sort Order:
• In the Sort Order section, choose how the statements will be organized:
• ID to sort by customer/property IDs.
• Name to sort alphabetically by name.
• Zip to sort by ZIP code.

10. Print the Account Statements:
• After configuring all required fields, click the Prepare button to generate the account statements. Once it is prepared, proceed to Print statements.