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Print Statements

Updated
The Goal: Bulk print statements for selected members directly from the Billing section.

Before You Begin:

  • Statements can also be delivered from an individual contact’s Billing tab if you only need to send to one member.
  • The bulk list is limited to displaying 500 statements at a time. If you expect more than that, plan to use the Ignore List Below And Send All option.
  • Printing statements is one step in your collections process. For how it fits with the rest of that process, see Association Post-Billing Guide.

Step-by-Step Instructions

Print Statements in Bulk

  1. Go to Finance, Billing section, click All Sales/Invoices.
  2. Click the filter icon to filter the list to just those members to whom you wish to deliver statements.
    All Sales/Invoices page under Finance, Billing section with the filter icon boxed
  3. Once the list is filtered, click the arrow adjacent to New Invoice and choose Print Statements.
    Arrow next to New Invoice expanded on the filtered All Sales/Invoices page with Print Statements boxed in the drop-down
  4. On the Bulk Print Statements screen, configure the following:
    • File Format: Select the desired file format from the list.
    • Statement Template (Override): Optionally select a statement template to override the default.
    • Cover Letter Template: Select the desired cover letter from the drop-down list.
    • Ignore List Below And Send All: The system is limited to displaying 500 statements. If you have more than 500, select this option to ensure all statements are printed — OR click the checkbox for specific statements you want to print. Click the top checkbox to select all statements in the list. You can also enter search criteria to limit the list by description.
  5. Click Done to download and print the statements.

Common Pitfalls

  • 500-statement display limit: The list only displays 500 statements at a time. Use Ignore List Below And Send All if you have more than 500 and want to print all of them.
  • Filter first: Apply filters before opening the Print Statements dialog — the system will use the current filtered list to determine which statements to include.

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