Request Statement

A Request Statement is a statement to the account holder that will be generated in the next Closeout when statements are selected.  It will be processed with all the other statements and be included with them in the batch to be printed or sent electronically.

From the Ledger, a Request Statement may be selected from the Charge/Payment, Activity, or Billing Views by either right-clicking to invoke the pop-up menu, or selecting the Options button at the bottom of the screen.  

After selecting the Request Statement option, a box displays allowing you to select a Billing Message, indicate whether it will be recurring, or enter an Override Billing Message option to print a free-form message on the statement. (You should not use both; if anything is entered in the Override Billing Message, the selected Billing Message will not be used).  Either of these will override the Dunning Message.  If both options are left blank, the current Dunning Message will be printed on the statement.  A statement billing record will be added and displayed in the Billing View showing that a statement has been requested.  It will display in light-blue ("unposted") until it is processed by the next Closeout when statements are selected.