Use this report to print open item A/R statement documents to show the total outstanding A/R balance for each advertiser for mailing purposes.
If finance charges are used, you should run A/R statements from within VT using the Print Wizard in order to ensure all finance charges calculated correctly for the current month prior to printing. This report prints current open transactions from each advertiser or agency's A/R statement. As credits are directly applied to other debits, such as invoices, and are reduced to a zero balance, they will automatically come off of the advertiser's current A/R Statement and move to statement history once the month is closed. There are 3 main statement styles you can choose to print: Advertiser, Advertiser w/remittance slip, and Agency statements with remittance slip. Samples of these statement styles are on the following pages. You can also choose how you want to handle your return address. You can choose to print the return address directly onto the statement, print no return address if they are printed on letterhead, or print a logo.
You can have up to 2 alternate addresses per advertiser. This means that if, for example, you needed to send a copy of an advertiser's statement to 2 different billing addresses, you can do this by setting up a default address and an alternate address on the advertiser. You can then set up statement printing to use that alternate address and print two copies of the statement with each one going to a different address.
| Grouping Options | Filter Options | Other Options |
|---|---|---|
| Advertiser Direct Then Agency Default Salesperson Receivables Group |
A/R Account Advertiser Agency Default Salesperson Receivables Group |
2nd Billing Recipient 3rd Billing Recipient Advertiser Default Invoice Frequency Combine A/R Accounts Y/N Document Group Exclude Transaction Notes Y/N Exclude Zero Balances Y/N Include/Exclude Official Invs Logo Options # of Copies Print Direct/Agency/All Print Salesperson Name? Return Address Options Statement Group Statement Required Override (Y/N) Statement Style |
