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      <blockquote>
        <div class="ho_OverviewHeading"><a name="821671">Advanced Filters window</a>—Print/Email Statements</div>
        <div class="b_Body"><a name="828581">This window enables you to filter your list of customers using additional criteria. You can also choose the </a>template you want to use for your statements and customise it.</div>
        <div class="hp_ProcedureHeading" onclick="WebWorks_ToggleDIV(WebWorksRootPath, &quot;wwdd818601&quot;);">
          <span class="N_007eProcBullet"></span><a name="818601">Field Descriptions</a><script type="text/javascript" language="JavaScript1.2">WebWorks_WriteArrow(WebWorksRootPath, "wwdd818601", false);</script></div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVOpen("wwdd818601", false);</script>
        <div class="hps_ProcedureSubheading"><a name="817341">Statement Type</a></div>
        <div class="b_Body"><a name="831321">Select a statement type:</a></div>
        <div class="bb_Bulleted_outer" style="margin-left: 0pt;">
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                <div class="bb_Bulleted_inner" style="width: 14.1732pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bb_Bulleted_inner"><span style="font-weight: bold;"><a name="831322">Invoice statements</a></span> include all open invoices and their corresponding balances. Quotes and orders never appear on invoice statements.</div>
              </td>
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          </table>
        </div>
        <div class="bsc_BodyStepContinued"><a name="831541">If you want to list payments, discounts and credits on invoice statements, select the </a><span class="w_Widgets">Show Itemised </span><span class="w_Widgets">Payment Details for Each Invoice</span> option in this window.</div>
        <div class="bb_Bulleted_outer" style="margin-left: 0pt;">
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                <div class="bb_Bulleted_inner" style="width: 14.1732pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
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              </td>
              <td width="100%">
                <div class="bb_Bulleted_inner"><span style="font-weight: bold;"><a name="831323">Activity statements</a></span> include all sales invoices, payments and orders with a customer deposit for a specific period of time; a running balance is included. Quotes never appear on activity statements.</div>
              </td>
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          </table>
        </div>
        <div class="hps_ProcedureSubheading"><a name="829655">Statement Date</a></div>
        <div class="b_Body"><a name="831327">This field appears only if you select </a><span class="w_Widgets">Invoice</span> as the statement type. Enter the date you want to use as the statement date, which will be the basis for ageing your transactions. Transactions dated after this date are not included on the statement.</div>
        <div class="hps_ProcedureSubheading"><a name="832492">Only include invoices up to Statement Date</a></div>
        <div class="b_Body"><a name="832493">Select this option if you want the customer statements to show only invoices and payments recorded up to and </a>including the statement date.</div>
        <div class="hps_ProcedureSubheading"><a name="818944">From: __ to:</a></div>
        <div class="b_Body"><a name="831334">These fields appear only if you select </a><span class="w_Widgets">Activity</span> as the statement type. Enter the date range of the transactions you want to include on the statement.</div>
        <div class="hps_ProcedureSubheading"><a name="817351">Select Customers</a></div>
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                  <span style="color: Gray;">■</span>
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              <td width="100%">
                <div class="bb_Bulleted_inner"><span style="font-weight: bold;"><a name="830688">All Customers.</a></span> Select this option if you want to print or email statements for several customers.</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bb_Bulleted_outer" style="margin-left: 0pt;">
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                <div class="bb_Bulleted_inner" style="width: 14.1732pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
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              <td width="100%">
                <div class="bb_Bulleted_inner"><span style="font-weight: bold;"><a name="817355">Selected.</a></span> Select this option if you want to print or email a statement for one customer. Select the customer in the adjacent field.</div>
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        </div>
        <div class="hps_ProcedureSubheading"><a name="817359">Identifiers</a></div>
        <div class="b_Body"><a name="817361">If you want to restrict the list of customers to those who have been assigned specific identifier codes, enter the </a>codes in this field. Only customers who have been assigned all the identifiers you enter will be selected.</div>
        <div class="hps_ProcedureSubheading"><a name="831376">Custom Lists # 1, # 2 and # 3</a></div>
        <div class="b_Body"><a name="831377">If you want to restrict the list of customers to those who have been assigned specific custom list entries, make </a>the relevant selections in these fields.</div>
        <div class="hps_ProcedureSubheading"><a name="817363">Include Customers With Zero Balances</a></div>
        <div class="b_Body"><a name="817365">If you want to print or email statements for customers whose balance for the specified period is zero, select this </a>option.</div>
        <div class="hps_ProcedureSubheading"><a name="817367">Add Finance Charges to Amount Due (No </a>A/R Transaction)</div>
        <div class="b_Body"><a name="817369">If you want to include a finance charge in the total amount due on statements, select this option. The finance </a>charge amount will be printed separately on the statement and included in the total amount due.</div>
        <div class="b_Body"><a name="817370">If you don’t want to include a finance charge in the total amount due on statements, but still want the finance </a>charge to print on the statement, do not select this option.</div>
        <div class="hps_ProcedureSubheading"><a name="831551">Show Itemised Payment Details for Each Invoice</a></div>
        <div class="b_Body"><a name="831584">This option only appears if you have selected </a><span class="w_Widgets">Invoice</span> in the <span class="w_Widgets">Statement Type</span> field. If you want to list payments and credits on an invoice statement, select this option.</div>
        <div class="hps_ProcedureSubheading"><a name="831585">Selected Form for Statements</a></div>
        <div class="b_Body"><a name="832310">Select the form template you want to use for the statements you will print or email. You can choose one of the </a>following standard form layouts or any of the custom form layouts you may have created:</div>
        <div class="bb_Bulleted_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
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                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bb_Bulleted_inner"><span class="w_Widgets"><a name="832311">Pre-Printed Statement</a></span>: Select this template if you want to print statements on paper that already has lines and rectangles drawn on it. Only the statement information will be printed. This template is not suitable for statements that will be emailed.</div>
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          </table>
        </div>
        <div class="bb_Bulleted_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
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                <div class="bb_Bulleted_inner" style="width: 14.1732pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bb_Bulleted_inner"><span class="w_Widgets"><a name="817376">MYOB Accounting’s</a></span><span class="w_Widgets"> Plain Paper Statement</span>: Select this template if you want to print statements on paper that does not have lines preprinted on it. When you print the statements, lines will be printed with the statement information.</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="hps_ProcedureSubheading"><a name="817382">Print Alignment Form </a></div>
        <div class="b_Body"><a name="817384">If you want to check how your statements will print, click </a><span class="w_Widgets">Print Alignment Form</span> to print a statement with sample data.</div>
        <div class="hps_ProcedureSubheading"><a name="817387">Customise </a></div>
        <div class="b_Body"><a name="817389">If you want to edit the form template showing in the </a><span class="w_Widgets">Selected Form for Statements</span> field, click <span class="w_Widgets">Customise</span>.</div>
        <div class="hps_ProcedureSubheading"><a name="818917">Cancel </a></div>
        <div class="b_Body"><a name="818919">If you don’t want to apply the filters selected in this window, click </a><span class="w_Widgets">Cancel</span>.</div>
        <div class="hps_ProcedureSubheading"><a name="817391">OK </a></div>
        <div class="b_Body"><a name="817393">If you want to apply the filters selected in this window, click </a><span class="w_Widgets">OK</span>.</div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVClose();</script>
        <div class="Sample_heading"><a href="750400c-03.htm#825498" name="831202">Tips for this window</a></div>
        <div class="href_ReferenceBlockHeading"><a name="831266">Related Topics</a></div>
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                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bbi_BulletedIndented_inner"><span class="l_Link"><a href="forms.18.3.htm#1087216" name="832856">Sending forms</a></span></div>
              </td>
            </tr>
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        </div>
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                  <span style="color: Gray;">■</span>
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              <td width="100%">
                <div class="bbi_BulletedIndented_inner"><span class="l_Link"><a href="forms.18.7.htm#1087344" name="832860">Customising forms</a></span></div>
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                  <span style="color: Gray;">■</span>
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              </td>
              <td width="100%">
                <div class="bbi_BulletedIndented_inner"><span class="l_Link"><a href="endofperiod.21.8.htm#1087574" name="832864">Send customer statements</a></span></div>
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        </div>
      </blockquote>
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