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.
Learn More
On-Demand Statements
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