Print Customer Statements

Financial Management > Special Assessments > Period End Processing > Print Customer Statements

Note: Before printing customer statements, be sure that setup for the Special Assessments Customer Statement has been done. See Mail Merge Setup for additional information.

To print customer statements, follow the steps below:

In the Print drop-down, select whether you would like to print a Listing, Statements, or Both.
The Statement Date field will default to the current date. If you would like another date you may enter it or select it by clicking the calendar icon.
If you would like to Override a Previous Statement Date enter it in this field or select it by clicking the calendar icon.
If you would like to Select a Single Parcel from the district to print a statement or listing for, select this check box. The Jurisdiction and Parcel fields below will be enabled. Use these fields to narrow down to the parcel you are looking for. If selected, the Parcel is required.
If printing a statement, the Create Statement History check box will be selected by default. You may clear the box if you do not want to create a statement history.
If you would like to Include Inactive/Completed Parcels on either the statement or the listing, select the check box. If this check box is not selected, only active and incomplete parcels with transactions that occurred during the statement period will appear in the search results.
If you are printing statements, select the Mail Merge form you would like to use.
If you are using commenting text in the selected Mail Merge form and want to include text in the pre-established location of the form, type the text in the Form Letter Text box.
If you would like to include payoff information in their Special Assessments billing invoices for payment installments, enter the payoff information As of Date. In the statements, the payoff amount will display as of the payment installment due date.

Note: Like the Pay-off Amount, the delinquent interest and unbilled interest amounts will also display as of the payment installment Due Date.
If you are printing a listing, statements or both for a district or districts, select the district(s) in the grid below.
Click Print. If printing statements, they will be sent to myReports. If printing a listing, either individually or combined with statements, it will open in a new pop-up window. Click the Send to myReports button if you would also like to have the listing sent there.