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Understanding AR Account Statements

AR statements are easily managed with the MyPMS system. From the AR page you can directly export a statement to PDF, XSL, CSV format or click on HTML and the system will open the statement in a new printer friendly window.

The Statements displayed for each Company are listed by most recent date charge and will add to the current

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pageAR Accounts

non-statemented Invoices.

Statements (OPEN)

  • Statement #: Number assigned to statement
  • Open Folios: Number of open folios for all AR accounts
  • Total: Total $ amount of each Statement.
  • Balance: Balance of Statement, this is amount due or credit balance of AR account.
  • Statement: Export to PDF, EXCEL or as a CSV file. Click on HTML to open in a new browser window.


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titleFront Desk Tab

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Statements will display OPEN Statements by default (See figure 1). To see all Statements click on Show Closed | Show All. (See figure 2)

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