How to generate Debtor Account Statements

How to generate Debtor Account Statements

The Account Statements function generates statements for debtors, collectors and other debtors. Statements can be printed, mailed or emailed. Each learner has an accountable party — only one statement is printed per accountable party.

Finance > Debtors > Account Statements

How do I generate account statements?

  1. Select how you want to print or email the statements.
  2. Select the statement date.
  3. Select the debtor type: School debtors, Collector, or Other debtor.
  4. Select which accounts to include.
  5. Set print options (invoice detail, transaction allocation, language, projects, etc.).
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