Viewing stored statements

Modified on Mon, 20 Apr at 12:06 AM

Use the View Stored Statements window to view:

Opening the View Stored Statements window

To open the View Stored Statements window:

Select Debtors > Debtor Statements... from the Synergetic main menu.
Either generate a new statement run, or select an existing statement run. See Generating debtor statements.
Store the statements in the database. See Storing statements in the database.
Generate and store invoices if required. See Generating and storing invoices.
Click:
• to view statements
• to view invoices.
The View Stored Statements window is displayed.

View Stored Statements window key fields and buttons
Recipient area fields

Field	Description
Search	Search for a recipient by name.
Apply Underlay	Apply the PDF underlay when displaying the statement or invoice.

Recipient grid area fields

Field	Description
Recipient	Name of the statement recipient.
Debtor ID	Debtor ID of the statement recipient.
ID	Synergetic ID of the statement recipient.
Notified	Date the recipient was notified of the statement or invoice. Note: This field is blank if the recipient has not been notified, or the notification has been cleared so that emails can be re-sent.
Email	Email addresses the notifications have been sent to, or will be sent to if the notifications have not yet been sent.

Buttons

Button	Description
	Go to the first recipient.
	Go to the previous recipient.
	Go to the next recipient.
	Go to the last recipient.
	Go to the previous page of the statement or invoice.
	Go to the next page of the statement or invoice.
	Zoom out of the statement or invoice.
	Zoom into the statement or invoice.
	Reset the magnification of the statement or invoice.
	Print the selected recipient's statement or invoice.
	Email the selected recipient's statement or invoice.
	Open the selected statement or invoice in your default PDF viewer.
	Delete the selected statement or invoice.
	Select to clear the notification: status for the selected statement or invoice status for all statements or invoices method for the selected statement or invoice method for all statements or invoices.