Viewing stored statements

Use the View Stored Statements window to view:

  • statements and invoices for individual debtors
  • the date debtors were notified of the statement or invoice
  • the email addresses statements and invoices were sent to or will be sent to.

 

 Opening the View Stored Statements window

To open the View Stored Statements window:

  1. Select Debtors > Debtor Statements... from the Synergetic main menu.
  2. Either generate a new statement run, or select an existing statement run. See Generating debtor statements.
  3. Store the statements in the database. See Storing statements in the database.
  4. Generate and store invoices if required. See Generating and storing invoices.
  5. Click:
    •  to view statements
    •  to view invoices.
    The View Stored Statements window is displayed.


View Stored Statements window key fields and buttons

Recipient area fields

Field

Description

Search

Search for a recipient by name.

Apply Underlay

Apply the PDF underlay when displaying the statement or invoice.

Recipient grid area fields

Field

Description

Recipient

Name of the statement recipient.

Debtor ID

Debtor ID of the statement recipient.

ID

Synergetic ID of the statement recipient.

Notified

Date the recipient was notified of the statement or invoice.
Note: This field is blank if the recipient has not been notified, or the notification has been cleared so that emails can be re-sent.

Email

Email addresses the notifications have been sent to, or will be sent to if the notifications have not yet been sent.


Buttons

Button

Description

Go to the first recipient.

Go to the previous recipient.

Go to the next recipient.

Go to the last recipient.

Go to the previous page of the statement or invoice.

Go to the next page of the statement or invoice.

Zoom out of the statement or invoice.

Zoom into the statement or invoice.

Reset the magnification of the statement or invoice.

Print the selected recipient's statement or invoice.

Email the selected recipient's statement or invoice.

Open the selected statement or invoice in your default PDF viewer.

Delete the selected statement or invoice.

Select to clear the notification:

  • status for the selected statement or invoice
  • status for all statements or invoices
  • method for the selected statement or invoice
  • method for all statements or invoices.