Generate / Send AR Statements

Overview:

There are two methods of generating an AR Statement in PENTA:

1. Within the Manage Customer Receivables window via the Generate Statements button, or
2. Generating the Report manually (PENTA Reports by Module > Accounts Receivable > AR Statement - Postscript)

The video below walks through the process of reviewing and generating the AR Statement Postscript report

Benefits:

• Generate and send out AR Statements so customers will pay you

Roles:

• Accounting Manager
• Accounts Receivable Manager

Additional Content

• N/A

Location:

• Billing & Accounts Receivable > Manage AR Status > Manage Customer Receivables
• PENTA Reports by Module > Accounts Receivable > AR Statement - Postscript

Video: