Skip to main content
Share / Export

AR Statement Delivery

AR Statement Delivery sends open-item statements so customers see outstanding balances. Email content comes from AR Company Parameters; recipients come from the customer.

Before you start​

  • Email settings are configured on AR Company Parameters (from address, subject, body).
  • On each customer’s Additional Info, statement delivery is set to print/email as needed, with open-item style and recipients entered.

Steps​

  1. Confirm company email settings and customer statement options/recipients.
  2. Open AR Statement Delivery.
  3. Filter by customer or receivable type if needed.
  4. Set statement date, days between columns, aging date, and which transactions to include.
  5. Optionally preview with the AR Open Item Statement Report before sending.
  6. Click Deliver.

Notes​

  • Bad email settings or recipient addresses cause failed or misdirected statements.
  • Preview when you change aging columns or filters for the first time in a period.