OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Creating & Printing Statements
Chapter 13 Creating & Printing Reports & Statements
Select a printer or fax program from the Printer drop-down menu.
Complete one or more of the following tasks:
Click Test Print to print or fax a test page.
Click Print to print or fax the report.
Click Options to open the Print Options window and select or deselect
letter, listing, and label print options.
Note
If you are printing letters, select a letter from the Correspondence
Choices window and click OK.
Creating &
Printing
Statements
For information on
creating
statements, see
the “Statements”
recorded video
tutorial and the
912 “Reports,
Internal Bulletin, &
Task Manager”
training course.
This section tells you how to create and print statements, including how
• To create & print Statements, 518
• To calculate finance charges, 522
Notes
To create & print Statements
• To define and change your Statements report preferences, go to To
set up statement preferences on page 63.
• Mail statements using #10 single window envelopes, #10 standard
envelopes, or the Envelope for OfficeMate Statements/Invoices. Use
#9 standard envelopes as return envelopes. You can purchase the
Envelopes for OfficeMate Statements/Invoices from Medical Arts
Press at 1.800.328.2179 or www.medicalartspress.com
Open the Reports, Statements & Graphs window. For more information on
opening this window, go to Opening the Reports, Statements & Graphs
Window on page 498.
Click the Statements tab.
Type or select dates from the Date box and click Set Date.
The date in the Date box is transferred to the Statements report.
Note
The date in the Date box is automatically set to the current day.
518 OfficeMate Home Office User’s Guide