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.
Statements (OPEN)
Statement: Export to PDF, EXCEL or as a CSV file. Click on HTML to open in a new browser window.
Statements will display OPEN Statements by default (See figure 1). To see all Statements click on Show Closed | Show All. (See figure 2)
Figure 1. Statements (OPEN)
Statements (CLOSED)
Statement: Export to PDF, EXCEL or as a CSV file. Click on HTML to open in a new browser window.
Statements which are shadowed are closed statements, they have been paid in full and have a zero balance. OPEN Statements show in black text and with a balance.
Figure 2. Statements (All)