Print On-Demand Statements

On-Demand Statement

The On-Demand Option allows printing of a statement at any time. This option does not use the cycles and a statement does generate, as normal, for this account regardless of this printing.

In the Billing Module, click the Print Statements Icon.

From the menu, select On-Demand Statements, Print.

Complete field selections.

1. Print with Form Image option will display the form view to be used via email or fax without having to print to paper in the printer. (Displayed form is based off Form Images Setup.)
2. Use local printer (will only be displayed if applicable): print statements to a local printer (in house printing) using Form Definitions, rather than printing a file for a clearinghouse. 
3. Account Number entered in the field will determine if a statement can be printed (Example: PAT-00000001).

After processing, the system will show how many statements are to be printed (downloading a file if applicable).

A prompt will be displayed to determine if a transaction should be posted.

Yes; the SG Transaction then posts to all the accounts (to the earliest Bill Number with an open balance), and other tables are updated.

No; statement processing does not update Account/Bill Numbers, nor are the cycles affected. Statements can be generated at a later time as normal, and the SG transactions are not posted.