Open eGenuity software
Select Accounts Receivable from top panel menu
Select My Statements from left panel menu
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.
• Note: Always select one day out. Example: If the statement is for the month of March, select Statement Date of 04/01/2017 to include the entire month of March (03/01/2017 through 03/31/2017)
b. Assess Finance Charges: Select to charge any finance charges
c. Fleet Selection: Utilize this feature or manually select individual fleet accounts
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iii. Clear Selection: Clears all fleet accounts
d. Send By Email: If Send Statements By Email is selected on the fleet account, this field is automatically populated. Unable to edit
e. Click Generate Statements button which populates the Generated Statement # field
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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
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