Statements can be processed for customers individually or in bulk:
Customers screen Individually or in bulk:
On the Debtors tab, click Customers
Locate and select the customers using the Filters and Tick box.
Please note that there is currently an issue with the filters where some options cannot be changed. This will be addressed in a forthcoming update.
Use the Process Statements option from the pop out side bar to the right.
Customers Legacy screen Individually:
On the Debtors tab, click Customers Legacy
Click, More, then Process Statements.
Process the statements for a selected customer
Customers Legacy screen In Bulk:
On the Debtors tab, click Customers Legacy
Use the filter to select the required customers if necessary.
eg Balance greater than 0, or by Sort Key
Click List in the Ribbon to change the view to allow selection.
Select the required customers and click More.
Choose Process Statements to begin the statement process.