Running AR Statements

AR Statement Options

1. Select AR Statements from the Accounting menu
2. Decide if you are running statements for all selected customers (Default radio button selected) or just a single customer (radio button option on right hand side of screen )
   1. If running statements for all selected customers, we do recommend running these in 2 batches
      1. Batch 1 - Print customers
      2. Batch 2 - Email customers
3. There are other radio buttons that can be selected based on the information you would like to include on the statement
   1. Only Print w/ No email
   2. Include $0.00 balance statements
   3. Include credit balance statements
   4. Include Received Payments
      1. If this is selected a new box will appear below that will ask how many days for payments to include
         1. Default is 60 days
4. There is a comment box that you can also type into if you would like to include any specific message on the statement

Running AR Statements for All Selected Customers 

Print Only

1. Set the as of date that you wish to use
2. Set the radio buttons for the information to include on the statements
3. For Print customers - make sure to select the Only Print w/ No email radio button
4. Click print 
5. The process will begin and will run in the background
6. Once completed you will get a successful message
7. The statements can be accessed by selecting the notification bell in the very top right hand corner of Evolution
8. You will select the successful message and it will have a PDF document of the statements that you can then print out

Email Only

1. Set the as of date that you wish to use
2. Set the radio buttons for the information to include on the statements
3. Click Email
4. The process will begin and will run in the background
5. Once completed you will get a successful message
6. You can check the email log under Settings > Files > Email log to ensure the emails were sent out with no errors

Running AR Statements for Only 1 Customer

1. Enter in or search for and select the desired customer number
2. Set the radio buttons for the information to include on the statement
3. Click Print or Email 
4. The process will begin and will run in the background
5. Once completed you will get a successful message
6. If you chose to print the statement you can access the PDF file  by selecting the notification bell in the very top right hand corner of Evolution 
7. If you chose to email the statement, you can check the successfulness of the email by accessing the email log under Settings > Files > Email log