We do not have the ability to reprint ‘Statements’ from a prior period. An Aging Report can be used instead to achieve the same goal. It will NOT be printed on a Statement Form but will show the detail of the open transactions. A customer that has an account on BillTrust can log into their account and access statements from the previous 12 months.
Search Bar: ARRP
Menu: Customer > Reports > AR Reports > AR Period Analysis
Bookmark: ARRP – Aging Report
Click the <Arrow> next to arrp under Function Name.
Click <New> <One Time>
Adjust the printing information. This can be emailed, faxed or printed to the branch printer.
Click <NEXT>
Enter the Customer Number in #2 and press TAB to copy the customer over to the second box.
Caution!! Caution!!
Do NOT enter a range of customers. This must be run for 1 customer at a time.
Click <NEXT<
1 Print As Of: Yes
2 As Of Date: Enter the Date that you want the transactions
Option #6: L
Option #7: N
Option #12: Yes
Click <NEXT>
Click <FINISH>
The report shows the detail by bucket of the invoices that were outstanding at the time of the As Of Date.