A Statement reflects the current balance for particular Customer Account. A Statement is being generated once a month.
To view the list of all Statements, select Billing Director - Receivable - Documents - Statements.
To view a Statement details, click on its ID or Date.
Statement details include three tabs:
General Settings
Statement General Settings include the following information:
To view the Statement Invoice in printed form, click the Show for Printing button. The Statement in printed form will be displayed in popup window.
Documents
The list of all financial documents used to generate this Statement. You can drill to documents' properties by clicking on their ID or type.
Notifications
Click the Send button to send Notification. Similarly to Invoice notifications, the fields of the Form displayed are filled automatically: e-mail address to send a Notification and Account name are taken from Parallels Business Automation - Standard database (Account properties), .the notification subject is filled by the Billing Manager. If needed, you can adjust it.
If all fields contain the correct information, click the Send button to confirm the address and send the Statement.