http://supportwiki.chambermaster.com/index.php?title=Create_Statements&feed=atom&action=history
Create Statements - Revision history
2024-03-28T11:41:29Z
Revision history for this page on the wiki
MediaWiki 1.33.4
http://supportwiki.chambermaster.com/index.php?title=Create_Statements&diff=65651&oldid=prev
MSchave at 13:47, 15 March 2017
2017-03-15T13:47:06Z
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<td colspan="2" style="background-color: #fff; color: #222; text-align: center;">Revision as of 13:47, 15 March 2017</td>
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MSchave
http://supportwiki.chambermaster.com/index.php?title=Create_Statements&diff=18461&oldid=prev
SPederson at 19:17, 7 September 2015
2015-09-07T19:17:43Z
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<td colspan="2" style="background-color: #fff; color: #222; text-align: center;">Revision as of 19:17, 7 September 2015</td>
</tr><tr><td colspan="2" class="diff-lineno" id="mw-diff-left-l113" >Line 113:</td>
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<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div> <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0K20HA">Those statements without a complete email address will not be able to be selected until a complete address is entered on the Billing Reps record. Return to the Members module, locate the desired member, click the </span><span style="font-weight: bold;">Reps</span> tab and edit the email address for the rep marked as the Billing Rep.</div></div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div> <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0K20HA">Those statements without a complete email address will not be able to be selected until a complete address is entered on the Billing Reps record. Return to the Members module, locate the desired member, click the </span><span style="font-weight: bold;">Reps</span> tab and edit the email address for the rep marked as the Billing Rep.</div></div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div> <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0J20HA">[[Image:<del class="diffchange diffchange-inline">ChamberMaster_Billing-</del>Create_Statements-CMBilling.1.071.5.jpg]]</span></div></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div> <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0J20HA">[[Image:Create_Statements-CMBilling.1.071.5.jpg]]</span></div></div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div> <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0I20HA">Figure 4-4 Delivery Method selections for Deliver Statements</span></div></div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div> <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0I20HA">Figure 4-4 Delivery Method selections for Deliver Statements</span></div></div></td></tr>
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SPederson
http://supportwiki.chambermaster.com/index.php?title=Create_Statements&diff=18451&oldid=prev
SPederson at 19:15, 7 September 2015
2015-09-07T19:15:08Z
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<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <div style="text-align: left;">[[ChamberMaster_Billing-TableOfContents|Table of Contents]] | [[ChamberMaster_Billing-Reprint_Invoices|Previous]] | [[ChamberMaster_Billing-Billing_Reports|Next]] | [[ChamberMaster_Billing-Index|Index]]</div></del></div></td><td colspan="2"> </td></tr>
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SPederson
http://supportwiki.chambermaster.com/index.php?title=Create_Statements&diff=18431&oldid=prev
SPederson: SPederson moved page ChamberMaster Billing-Create Statements to Create Statements
2015-09-07T19:14:39Z
<p>SPederson moved page <a href="/ChamberMaster_Billing-Create_Statements" class="mw-redirect" title="ChamberMaster Billing-Create Statements">ChamberMaster Billing-Create Statements</a> to <a href="/Create_Statements" title="Create Statements">Create Statements</a></p>
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<td colspan="1" style="background-color: #fff; color: #222; text-align: center;">Revision as of 19:14, 7 September 2015</td>
</tr><tr><td colspan="2" class="diff-notice" lang="en"><div class="mw-diff-empty">(No difference)</div>
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SPederson
http://supportwiki.chambermaster.com/index.php?title=Create_Statements&diff=1759&oldid=prev
SPederson: Created page with "<div xmlns="http://www.w3.org/1999/xhtml"> <div style="text-align: left;">Table of Contents | ChamberMaster_Billing-Reprint_Invo..."
2015-03-26T02:39:27Z
<p>Created page with "<div xmlns="http://www.w3.org/1999/xhtml"> <div style="text-align: left;"><a href="/index.php?title=ChamberMaster_Billing-TableOfContents&action=edit&redlink=1" class="new" title="ChamberMaster Billing-TableOfContents (page does not exist)">Table of Contents</a> | ChamberMaster_Billing-Reprint_Invo..."</p>
<p><b>New page</b></p><div><div xmlns="http://www.w3.org/1999/xhtml"><br />
<div style="text-align: left;">[[ChamberMaster_Billing-TableOfContents|Table of Contents]] | [[ChamberMaster_Billing-Reprint_Invoices|Previous]] | [[ChamberMaster_Billing-Billing_Reports|Next]] | [[ChamberMaster_Billing-Index|Index]]</div><br />
<div style="color: #999999; font-family: sans-serif; font-size: 10pt; text-align: left;"><br />
<span>[[ChamberMaster_Billing-Reprint_Invoices_Statements_and_Reports|Reprint Invoices, Statements, and Reports]]</span> : Create Statements</div><br />
<hr /><br />
<div style="color: #808080; font-family: Cambria; font-size: 18pt; margin-bottom: 12pt;"><span id="wwpID0E0B30HA">Create Statements</span></div><br />
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<td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td><br />
<td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0A30HA">Click </span><span style="font-weight: bold;">Billing</span> in the left-hand menu.</div></td><br />
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<td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td><br />
<td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0620HA">Click the </span><span style="font-weight: bold;">Statements</span> tab.</div></td><br />
</tr><br />
</table><br />
</div><br />
<div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0520HA">[[Image:ChamberMaster_Billing-Create_Statements-CMBilling.1.071.1.jpg]]</span></div><br />
<div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0420HA">Figure 4-1 Statement selections</span></div><br />
<div style="margin-left: 36pt;"><br />
<table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""><br />
<tr valign="baseline"><br />
<td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td><br />
<td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0320HA">Indicate the </span><span style="font-weight: bold;">Statement Date</span>.</div></td><br />
</tr><br />
</table><br />
</div><br />
<div style="margin-left: 36pt;"><br />
<table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""><br />
<tr valign="baseline"><br />
<td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td><br />
<td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0220HA">Select </span><span style="font-weight: bold;">Filter by Statement Period</span>, <span style="font-weight: bold;">Open Transactions as of Statement Date</span>, or <span style="font-weight: bold;">Specific Batch</span>.</div></td><br />
</tr><br />
</table><br />
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<table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""><br />
<tr valign="baseline"><br />
<td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td><br />
<td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0120HA">Make other desired selections.</span></div></td><br />
</tr><br />
</table><br />
</div><br />
<div style="margin-left: 36pt;"><br />
<table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""><br />
<tr valign="baseline"><br />
<td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td><br />
<td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0Z20HA">Click </span><span style="font-weight: bold;">Print/Email Statements</span>.</div></td><br />
</tr><br />
</table><br />
</div><br />
<div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0Y20HA">Those statements without a complete mailing address will not be able to be selected until a complete address is entered on the Billing Reps record. Return to the Members module, locate the desired member, click the </span><span style="font-weight: bold;">Reps</span> tab and edit the address for the rep marked as the Billing Rep.</div><br />
<div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span style="font-weight: bold;"><span id="wwpID0E0X20HA">Tip:</span></span> A Dunning message may be displayed on invoices that meet the criteria. Dunning is the process of methodically communicating with customers to ensure the collection of accounts receivable. Selecting to include the Dunning Message for past due customers will place a message on their statement based on how overdue they are. Different messages are available for those with no overdue items, 30, 60, 90, and over 90 days overdue. These messages may be edited when clicking into view the “dunning messages”</div><br />
<div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0W20HA">[[Image:ChamberMaster_Billing-Create_Statements-CMBilling.1.071.2.jpg]] </span></div><br />
<div style="margin-left: 36pt;"><br />
<table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""><br />
<tr valign="baseline"><br />
<td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">7. </div></td><br />
<td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0V20HA">The </span><span style="font-weight: bold;">Deliver Statements</span> window will appear. The <span style="font-weight: bold;">Delivery Method</span> of <span style="font-weight: bold;">Print Statements</span> is already selected. Those invoices with a complete mailing address will be selected.</div></td><br />
</tr><br />
</table><br />
</div><br />
<div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0U20HA">[[Image:ChamberMaster_Billing-Create_Statements-CMBilling.1.071.3.jpg]]</span></div><br />
<div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0T20HA">Figure 4-2 Delivery Method selections for Deliver</span></div><br />
<div style="margin-left: 36pt;"><br />
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<td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">8. </div></td><br />
<td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0S20HA">Complete the </span><span style="font-weight: bold;">Delivery Method</span> selections as desired.</div></td><br />
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<td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">9. </div></td><br />
<td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0R20HA">When ready, click </span><span style="font-weight: bold;">Preview Statements</span> or <span style="font-weight: bold;">Print Statements</span>.</div></td><br />
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<td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">10. </div></td><br />
<td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0Q20HA">If mailing labels are desired, click </span><span style="font-weight: bold;">Print Mailing Labels</span> in the <span style="font-weight: bold;">Delivery Method</span> section.</div></td><br />
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<div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0P20HA">[[Image:ChamberMaster_Billing-Create_Statements-CMBilling.1.071.4.jpg]]</span></div><br />
<div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0O20HA">Figure 4-3 Delivery Method selection for Deliver Statements</span></div><br />
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<td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">11. </div></td><br />
<td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0N20HA">Make the desired selections.</span></div></td><br />
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<td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">12. </div></td><br />
<td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0M20HA">Click </span><span style="font-weight: bold;">Print Labels</span>.</div></td><br />
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<td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">13. </div></td><br />
<td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0L20HA">If any statements need to be emailed, click </span><span style="font-weight: bold;">Email Statements</span> in the <span style="font-weight: bold;">Delivery Method</span> section.</div></td><br />
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<div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0K20HA">Those statements without a complete email address will not be able to be selected until a complete address is entered on the Billing Reps record. Return to the Members module, locate the desired member, click the </span><span style="font-weight: bold;">Reps</span> tab and edit the email address for the rep marked as the Billing Rep.</div><br />
<div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0J20HA">[[Image:ChamberMaster_Billing-Create_Statements-CMBilling.1.071.5.jpg]]</span></div><br />
<div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0I20HA">Figure 4-4 Delivery Method selections for Deliver Statements</span></div><br />
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<td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">14. </div></td><br />
<td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0H20HA">Make the desired selections. Those with a complete email address will be selected to be emailed.</span></div></td><br />
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<td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">15. </div></td><br />
<td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0G20HA">Click </span><span style="font-weight: bold;">Send Emails</span>.</div></td><br />
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SPederson