Denver Research
General Category => ezPower => Topic started by: EziPOS on September 10, 2013, 09:08:31 PM
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How do you print off all the customer Statements at the end of the Month?
Is there a way to print them all at once without having to do one at a time?
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Open the Customer Control window. Under the Payment menu are reports that do that.
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I checked the reports under Customer Control - Payments but they do the same as
Reports - Customer - Statement
This Statement Report is the one the End User requires, but at the moment you have to select each customer one at a time from the customer select popup screen, to display a Summary and then Print the Report
If you have 50 Customers at the end of the month that require Statements to be sent to them - this becomes a very long and tedious process as it must be repeated 50 times.
Please would you consider adding to Reports - Customer - Statement, a function in the select customer popup screen that would allow a user to select ALL Customers with an outstanding balance so that the system will then print all 50 Individual Statements in one batch.
Please?
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Any response on this request would be appreciated - Thank you in advance
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Report / Customers / Customers Info will show a balance for all customers in a compact report.
Customer Control / Payments / Sales with a Balance Report is a good one with a little extra info but it's not going to print 500 pages.
"""" Report for Listed Customers is also a good summary. Use the List Customers With A Balance first.
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Unfortunately none of these suggestions will allow the system to print out a Statement for each customer as a batch and will still require the user to manually select each customer with an outstanding balance and then manually get the system to print off a Statement. If you have 200 customers with outstanding balances, you would then have to repeat this procedure 200 times....which is really a very limited and time consuming method of generating End Of Month Customer Statements.
"Please would you consider adding to Reports - Customer - Statement, a function in the select customer popup screen that would allow a user to select ALL Customers with an outstanding balance so that the system will then print all Individual Customer Statements in one batch"
Please?