How do I print statements?
Print a summary of transactions for fees, payments, and balance owed.
You can choose to show how the outstanding balance will be billed if it
isn't paid by a given date.
Before you get started
Set up and save a form layout for printing statements. Form layouts are saved in Organization > Forms.
Printing statements
1. Open Connect Cemetery Management > Reports > Statements.
2. Select the report dates.
3. Set up the report options.
- Due date: Enter the due date to print on the statement.
- Mailing date: Enter the date the statement will be mailed.
- Include
plots with a zero balance: In some
instances, you may need to print statements for plots with a zero balance.
Normally, statements would not include a plot with a zero balance. To
learn more, see How
do I include plots with a zero balance? (Statements)
- Include all associated transactions: Print a statement that includes every transaction for the plot. The statement will begin with transactions on the date when the state was created through the current date. Choosing this option will ignore the selected date range. To learn more, see How do I print a comprehensive statement? (Statements)
4. Set up the selection criteria and report order (optional).
Using the selection criteria allows you to filter report data for a plot, location, or owner.
5. Click Print (CTRL+P).
The statements print.
Printing a single statement
To print a statement for a single plot, change the All value for the Plot.Location variable to the plot number. Double-click the ALL value.
Use the Enter Value box in the Values window to enter a plot number. When you click OK, the plot number will be displayed in the Value column.
Clicking Print (CTRL+P) will only print a statement
for the plot number that you have selected.
Printing a statement for plots
with a zero balance
In some instances, you may need
to print statements for plots with a zero balance. Normally, statements
would not include a plot with a zero balance. To learn more, see How
do I include plots with a zero balance? (Statements)
Printing a comprehensive statement
Print a statement that includes every transaction for the plot. The statement will begin with transactions on the date when the state was created through the current date. Choosing this option will ignore the selected date range. To learn more, see How do I print a comprehensive statement? (Statements)
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