DSM Instructional – Sending Statements

These instructions cover sending statements to customers in DSM.

There are two ways to produce statements in DSM.

1.        Use the upper menu option:  Go to Billing > Print Statements.  You will see the following screen:

This screen is the broader system wide way of generating statements for all your clients.  You can pick your options on the left and generate statements for your customers.

You may also check a customer and edit their info prior to sending a statement.  In this example, you should edit the customer shown above with a missing email address so that your records are correct.

2.        Option 2 is done at the customer level and is only for the customer in question.  To produce a statement for just one client, click ACTION > CUSTOMERS from the menu, or click the button on the main screen that says CUSTOMER LOOKUP.  Find your customer then click the FINANCIAL DETAILS BUTTON in the lower left, then the COLLECTIONS INFO tab in the upper right.

Clicking print statement would show the following report.  This is a condensed version showing the top & bottom of the page.  It is a full sized printout.

 

 

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