Statements (if active)

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  • Use the tan search bar to search for the statement by bill number, customer name, or description.
  • When a statement is open, there will be three tabs at the bottom of the screen.
  • Open (Unpaid) statement lines will appear on the OPEN tab.
  • Closed lines (Paid) Will appear on the CLOSED tab.
  • AUTO LINES represent lines that can be applied to the statement in bulk.
  • Use Apply Statement Billings function to add the “AUTO LINES” to a group of statements for a selected period.

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