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  1. Open eGenuity software

  2. Select Accounts Receivable from top panel menu

  3. Select My Statements from left panel menu

  4. Click on Create Statements icon

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a. Click on Load Fleets

i. Invoice Date: Select appropriate date from the drop-down calendar.

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e. Click Generate Statements button which populates the Generated Statement # field

f. To preview, click Preview Statements button

i. Print Statements window displays

ii. Select All Statements

iii. OK (F5)

1. To print statements from Print Preview window

2. Click on Print (F5)

g. To email statements, click Email Statements

• Note: Must have purchased Reports Via Email (in QuickBase)

i. Statements have been sent window displays if sent successfully

h. OK

i. Close (Esc)

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