Printing Invoices or Statements

After the posting process is complete, you are ready to print invoices/statements.  The difference between an invoice and a statement:

  • An invoice will display the current month's charges only
  • A statement will display the current month's charges as well as a "new account balance"
  • A statement will display payments and adjustments made within the current period but an invoice will not
  • Statements are only available if you license the ResiDex Accounts Receivable (A/R) module

Sample Invoice:

 

Sample Statement:

Printing Invoices/Statements

  • Start from the Billing Tab
  • Click the "Print Invoices" button

  • Select: Print all Invoices (Payer) or Print all Statements

  • If you are printing statements, a pop-up will appear asking if you want to RECALCULATE STATEMENT BALANCES

- If you JUST posted and did not enter adjustments or apply payments, click "No"

- If you applied payments or adjustments AFTER posting, select YES

  • Another pop-up will appear to Cancel Printing Statements - select NO if your printer is ready

Print one Invoice/Statement for one Resident:

  • Start from the Billing Tab
  • Click the "Print Invoices" button
  • Click the Go Button by the desired Resident's name

  • This opens the resident charges screen
  • Click on the Invoice or Statement button at the top of the screen

To Preview Several STATEMENTS:

  • Start from the Billing Tab
  • Click the "Print Invoices" button

  1. Click the “Preview Button” at the bottom of the screen
  2. Press OK to the pop up that appears
  3. Edit the number of statements you wish to preview
  4. Click Print All Statements - A message will appear notifying that the preview cannot be stopped once started

Print all Invoice Copies