Print/Preview a Statement Batch Locally
If the Statement Services feature is not being used, a Statement Batch can be printed locally.
- Locally printed Statements cannot be custom formatted
- Statements can only be custom formatted if the Statement Services feature is being used, which allows a selection from several formats.
- When the Statements are uploaded, the chosen format will be applied.
Print/Preview a Statement Batch Locally
- On the Statements Management Dashboard, select the Statement Batch number in the Statements Batches to be Sent/Processed panel.
- Select Preview/Print.
- Mark the Batch as Mailed and Increase Dunning Count: Select the box for batch status to be updated to mailed and to increase the Dunning Count.
- If you are just previewing the batch, do not select the box.
- Sort By:
- Account Number (Default)
- Guarantor Name
- Select Run.
- Select the Print icon to print the PDF view that is displayed.
Note: The format for locally printed statements is not the same as the Uploaded Statements.
If you decide not to print the Statement Batch, it is best to delete it.
If it is not deleted and has been marked as mailed, these Statements will not be recreated for the number of cycle days that is set up in the System.
Example: If the Cycle Days is set for 28 days, the Statements in the batch will not be created until after the 28th day.
If the Statements were created on October 1 and were marked as mailed but not printed, and you run the next batch of Statements on October 26, the October 1 Statements will not be in the new batch.
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