The Weekly Statements program will print statements for those customers defined as Weekly in "Customer Entry" (6.1.1 field 27). The Aging Periods will reflect the Weekly period if the Aging Type is set to Date in "Statement Terms and Comments" (6.11.6 field 6).

Before printing your Weekly Statements, you should first do the following:

1. Post all Invoices, Payments, Adjustments, and Recurring Sales that are to be  included in this billing cycle.

2. Apply all Open Items.

3. Calculate and Post Service Charges.

4. Print the Aging Report "Select Customers with Unapplied Credits Payments" (6.10.1) to check if there are any unapplied Credits or Payments.

5. Print the Aging Report “Select All Customers for Report” (6.10.1) and save.

Invoices are marked as Disputed in "Enter PO into Posted Invoice/Show Applied Items" (6.3.5) and will appear with an asterisk (*). The Invoice is aged according to the Invoice Date and will still trigger Dunning Messages.  Disputed Invoices are exempt from Service Charges.

Statements will not run if there are Payments or Adjustments that are Unposted and Applied. A message will be displayed that lists those items that need to be Posted in order to continue. If you do not want to Post these items, then you must Unapply them.

The Statement Date is defaulted to the "Weekly Aging Day of Week" in "Statement Terms & Comments" (6.11.6 field 8). This will affect the Aging of the statement. It is advised to keep the default date, even if running the Statement on a different date. If you do not understand Statement Aging completely, please call the Perfection Software Support Department.

Please refer to "Statement Terms & Comments" (6.11.6) for more information on Aging.

The Statement Date entered will be printed on the Statement.

You may suppress those customers with a zero or credit balance.

You may have multiple Billing Periods included in the statement print. Enter the Billing Periods, separated by a space, to include in the Statement Print, and press <ENTER>. Example:  W1 W2 W2. Leave blank to only print Weekly Billing Periods.

Sorting the statements will put them in an order for printing. You may sort by the Customer’s name or by the assigned Salesperson. Sorting by the Salesperson is very helpful if your salespeople collect their own accounts.

Items that are Disputed or that have not yet been printed on a Statement will print on the current Statement.

After the first statement is printed, you have the option of reprinting it. This is helpful in the event of a printer jam or misalignment. If the printer is misaligned, turn the printer off. Align the paper back to the correct Location. Turn the printer back on.

The Customer Discount, set up in “Customer Entry” (6.1.1 field 34) will be calculated and print on the Statement.

If you Back Post an item (invoice, adjustment, etc...) and apply it fully within the current period, the item will not appear on the current statement.