---
title: "Customer Statements | GTX Training"
slug: "customer-statements-bt"
description: "Learn the basics about Customer Statements in Marlin GTX trusted automotive software by Megabus."
updated: 2026-02-09T03:55:53Z
published: 2026-02-09T03:55:53Z
canonical: "help.megabus.com.au/customer-statements-bt"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.megabus.com.au/llms.txt
> Use this file to discover all available pages before exploring further.

# Customer Statements BT

****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**

Note

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**

Tip

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

For Further Details

See the [Customer Statements](/gtx/docs/customer-statements) help guide.

**Edit** button

![](https://cdn.document360.io/d7282b31-60c4-41e6-bf87-3f684d4da049/Images/Glossary/image-1705889838140.png)

Shortcut: **F2**

**Statement Messages** button

![](https://cdn.document360.io/d7282b31-60c4-41e6-bf87-3f684d4da049/Images/Documentation/22673a56-728f-4032-a89b-8e7998abf6ad.jpg)