Selecting a Header and Footer for Statements

You must select a header and footer when you select to print an AR statement.

To select a header and footer for your statements, do the following: 

1. Open Dashboard, click Application Links on the navigation panel, and then select Print statements under Accounts Receivable.
2. Select Header/Footer on the navigation panel.
3. Select the headers and footers to display on the AR statement. To leave the header or footer blank, select <No Selection>. For information on creating custom headers and footers, see Managing Invoice Headers and Footers.
   • Header page 1. Select the header to appear on the first page of the statement.
   • Header pages after page 1. Select the header to appear on pages two and after.
   • Footer page 1. Select the footer to appear on the first page of the statement.
   • Footer pages after page 1. Select the header to appear on pages two and after.
4. Enter options on the following tabs:
   • Template/Dates
   • Select Clients
   • Client Options
   • Sort Statement Output
5. Click Generate Statements to generate statements for the criteria you selected and save your entries.
6. Review the generated statements. See Reviewing AR Statements for more information.
7. Click Send.
8. Select the destination options. See Printing or Emailing AR Statements for more information.
9. If the AR statement is being emailed, complete the email information and click Send. See Batch Email Statements for more information.

10. Click Close.