To get started, click on the Reports icon, and then click House Accounts. On the left you’ll see a list of your house accounts, and on the right you’ll see the accounts that currently have a balance. 

To change the date range for balances, click the calendar icon at the top and select a new “as of” date. For example, to see accounts with a balance as of the end of May without including orders in June, select “May 31” as the end date. 

Next, click “Create Statements” at the bottom of the page. 

This opens a menu where you can choose the type of statement for each account: Print or Email. Print will print a copy of the statement through your default notification printer, and email will email a copy of the statement directly to the House Account.

Use the checkboxes to select or deselect each option, and when you’re ready, click “Create Statements.” 

Once the requested statements have been generated, you’ll see a confirmation message. If there were any issues with printing or emailing, you’ll see an error for those statements. 

Did this answer your question?