Printing & Emailing Statements

• To locate the billing center, from the BackOffice, select BILLING from the MAIN MENU on the LEFT side.

Order Date:

• To search for a specific order date range, select the ORDER DATE radial and enter the date range by selecting the calendar icon and then choosing a FROM and TO date.

Delivery Date:

• To search for a specific order delivery date range, select the DELIVERY DATE radial and enter the date range by selecting the calendar icon and then choosing a FROM and TO date.

Once Date Range is Complete:

• Once desired date range is selected, click the GENERATE button.

Selecting Delivery Method:

• Selecting the correct DELIVERY METHOD is crucial, if you do not have the correct delivery method selected- you will receive an ERROR message.
  • If you are only printing statements, select the STATEMENTS box and desired printer.
  • If you are only emailing statements, select the STATEMENTS radial. 
  • If you are printing and emailing statements at the same time, select both the STATEMENTS box and desired printer as well as the STATEMENTS radial.

Locating, Selecting and Executing Desired Statement(s):

• The STATEMENTS will populate on the right at the top of the billing and statement manager.
  • PRINT: 
    • Once generated, first select the statement(s) which you would like to print. You will need to select the PRINT box for the desired statement(s). If a specific delivery method has been specified in the customer center some of the boxes may already be checked to reflect that setting.
    • Once all desired statements are selected, click the RUN STATEMENTS / INVOICES button.
  • EMAIL:
    • Once generated, first select the statement(s) which you would like to print. You will need to select the EMAIL box for the desired statements. If a specific delivery method has been specified in the customer center some of the boxes may already be checked to reflect that setting.
    • Once all desired statements are selected and if no invoices are needed, click the RUN STATEMENTS / INVOICES button. 
  • PRINT & EMAIL: 
    • Once generated, first select the statement(s) which you would like to print and email. You will need to select both the PRINT and EMAIL box for the desired statement. If the specific delivery method has been specified in the customer center some of the boxes may already be checked to reflect that setting.
    • Once the desired statement(s) are selected, click the RUN STATEMENTS / INVOICES button.