Marlin GTX enables customer statements to be generated and sent at the end of each month.
Statements include account balances, amounts due and a list of transactions for the statement period.
Customer statements can be accessed by selecting Main > Customers > Customer Statements from the menu bar.
Statement Runs
Main > Customers > Customer Statements
When you open the module, the Statement Generation Options pop up window will open.
In the pop-up:
- Set the Cut Off Date
- Select whether to Print Zero Balances
- Enter a General Statement Message, if required
- Select a Customer to run statements for a single customer only
- Leave blank for all customers
- Select whether to Print Paid Transactions
- Click Generate
If a run is started on or before the 25th day of the month, the cut off date defaults to the last day of the previous month.
If a run is started after after the 25th, the cut off date defaults to the current day.
The Customer Statements list will open, showing statements for the run.
Review details and click the green tick to send and/or print the statements.
Statement Options
Individual customer statement settings can be changed by double-clicking a customer in the list.
Click Edit to make changes to:
- Delivery Methods
- Statuses
- General Messages
- Individual Messages
Delivery method, status and messages can be updated in bulk using the buttons at the top of the module window.
Statement Statuses
A satement's status controls whether it is sent in the run:
- Ready will send when the run is confirmed
- Hold will not send
- Sent has already been sent
Statuses can be changed individually or in bulk.
Statement Messages
General messages apply to all customers in the run.
Individual messages apply to a single customer only.
Messages can be set:
- During statement generation
- Per customer in the statement details
- Using the Statement Messages button
Re-Sending Statements
Statements can be re-sent by generating a new statement run for the required date or customer.
Statement Delivery Methods
Main > Customers > Manage Customers > Edit > Documents
Statement delivery settings are controlled in the Customer Maintenance record.
Delivery method options:
- Print Statement (Top Right): Controls whether the customer is included in statement runs, not the delivery method
- Preferred Delivery Method (Top Left): Preferred delivery method for all documents including statements
Delivery methods can also be overridden for a specific statement run by editing a customer's delivery options.
Excluding Customers from Statement Runs
To exclude a customer:
- Set Print Statement to No in the Documents tab
See the Customer Statements help guide.
