Open eGenuity software
Select Accounts Receivable from top panel menu
Select My Statements from left panel menu
Click on Create Statements icon
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
i. Select Due Fleets: Choose this option to select fleet accounts currently due
ii. Select All Fleets: Selects all fleet accounts
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
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)
