Issuing Account Statements

Overview

This lesson covers the process of Issuing Account statements for Individual Accounts and Account Groups along with the Prerequisites required to enable this function

Overview

An Account Statement is a Periodic summary of Account Activity with a beginning date and an ending date
Statements can either be printed or emailed within Backoffice
The information on this Page will help guide you through the necessary steps to Setup and Issue Account Statements

Prerequisites

Setting Statement Options

There are a number of Statement Options which are used for the following
- To determine which information will display on Account Statements
- Enable Emailing of Statements

Logo	This allows to add a logo to the Statement
Show Points Summary	If this flag is enabled, the Point Summary for the Account will be included at the bottom of the statement
Show Credit Available	If this flag is enabled, the Credit Available for Account Charges will be included at the bottom of the statement
Show Customer Number	If this flag is enabled, the Customer Name will be included on the Statement
Show Value Name	If this flag is enabled, the Venue Name will be included on the Statement
Include Zero Sales	If this flag is enabled, the Zero Sales for the Period selected will be included on the statement By default Zero Amount Transactions that do not effect any balances will not be included on the statement
Include Any with a Balance	By Default, only customers with Activity to be printed will have a Statement generated If this flag is enabled, Statements will be generated for Accounts regardless of Account Activity
Logo on Left	If this flag is enabled, the logo attached to the Statement Options will be printed on the top left of the statement
Enable Email Statements	This flag must be enabled to email statements to Accounts

Issuing a Statement

After Setting Statement Options, Operators can now Issue Account Statements

For an Account Group

Select Sales Reports from the menu and select Account Summaries beneath that, which will open an Account Summaries Tab
Within the Account Summaries Tab, select the Account Group that you would like to Email Account Statements to
Use the settings to select the desired Display Period, Profile, etc.
Click on the Print Statements button in the Header Section which will generate the following window

Select either the Email or Print option

Depending on if you chose to Print or to Email, you will receive 1 of 2 Prompts displaying the number of Statements which will be Emailed, and/or the number of which will be Printed for Manual Mailing, click OK

If Emailing Account Statements, any Accounts that do not have Email Addresses assigned will have the option to Print for Manual Mailing
This Account Statements will now be Emailed or Printed for Manual Mailing

For an Individual Account

To Issue an Account Statement for an Individual Account, complete the following steps in BackOffice
From the menu, select Maintenance and beneath that, select Account which will open the Account List Tab
Within the Account List, select the Individual Account to Issue a Statement for and open the Maintenance window for that Account either by double-clicking on the Account or by clicking on the Edit Account button in the Header Section
Within the Account/Member Maintenance window, click on the Reprint Statement button on the bottom of the window

This will open a Select Period window; select the Period that you would like to Issue a Statement for

After selecting the Period, a Venue List window will open; Select the Venue for which the Account Statement is to be issued

This will only appear in Multi Venue Organisation
After selecting the Venue, Operators will be prompted to either Email or Print the selected Account Statement

If there is no Account Activity for the Account within the selected Venue, Period etc., following message box will pop up