Skip to content
  • There are no suggestions because the search field is empty.

📄Account Statements

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

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

 

 

Issuing a Statement

  • After Setting Statement Options, Operators can now Issue Account Statements

For an Account Group

  1. Select Sales Reports from the menu and select Account Summaries beneath that, which will open an Account Summaries Tab

  2. Within the Account Summaries Tab, select the Account Group that you would like to Email Account Statements to

  3. Use the settings to select the desired Display Period, Profile, etc.

  4. Click on the Print Statements button in the Header Section which will generate the following window

    5.   Select either the EMAIL or PRINT ALL option


    6.   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