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2.Set Statement Information

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First, look over the options and change the settings if necessary. When you have changed the options to your liking, chose Start Printing Statements to begin printing.

 

For Customers*} To print statements for a range of customer names, enter the beginning and ending customer names. For example, to print statements for all customers whose last names begin with M, enter MAAA as the start of the range and MZZZ as the end of the range. This is useful if you sort statements by customer name and you need to restart printing at a certain name if the printer jams. Jewelry Shopkeeper assumes all charge account customer names are to be printed. Choose this option only if you want to limit printing to certain customer names or to a specific customer name.

 

For Account Numbers*} To print statements for a range of customer numbers. This is useful if you sort statements by account number and you need to restart printing at a certain account if the printer jams. Jewelry Shopkeeper assumes all charge account numbers are to be printed. Choose this option only if you want to limit printing to certain account numbers or to a specific account number.

 

For Zip codes*} To print statements for customers within a range of zip codes. This is useful if you sort statements by zip code and you need to restart printing at a certain zip code if the printer jams. Choose this option only if you want to limit printing to certain zip codes.

 

Only Include Customers with Balances Over:  __ Days (or w/ min pmt)*} This will let you print statements only for customers whose balance is over a certain number of days old. If, for example, you usually give customers 90 days to pay, you may not want to bother sending them a statement until their account is over 60 days old. Press <Enter> on this option to cycle between 0, 30, 60 and 90 days.

 

Include Balances Which Are Zero*} If you choose Yes this will let you include customers who have zero balances. This option defaults to No to exclude those customers.

 

For Accounts Active Since*} You can choose to print statements only for customers that have had some account activity since a certain date.

 

For Customer Types*} You can choose to include or exclude customers with specified customer types (the customer types are entered in each customer profile). You can select several customer types to include or exclude. For example you may have a customer type NS for customers who don’t get statements. You can type in several customer types, but they all have to be either excluded or all be included. To reset your selection if you make a mistake type XX.

 

Statement Date*} This date will print on each statement. The current date will appear here unless you change it.

 

List Each Inventory Item Sold*} Do you want the statement to show the description of each item sold?  Yes or No. This option is changed by pressing the <Enter> key to switch between Yes and No. If you are a wholesaler, listing each item sold may result in excessively long statements.

 

Statement Message No. 1*} This message will appear at the bottom of each statement. Example: “Don’t Forget Valentines Day!”  You can type up to two lines of text.

 

Statement Message No. 2*} If the message takes up more than one line, enter the second line of the message.

 

Sort By*} The printed statements will be sorted in one of these three ways: account number, zip code or last name.

 

Only Include Past Due Accounts*} Using this option, you can choose to print statements only for those accounts which are past due. You will be asked how many months past due the account must be to be printed, from zero to four months. This choice separates customer statements into those which are current and those which are one, two, three or four months past-due, so you can include a different statement message in each type, or include different notices in the statement envelopes.