Generating Customer Account Statements

Includes how to Print and Email Customer Statements

1. Navigate to and Open Report Generator

2. Use the search field to find Customer Account Statements

3. Double-click to Open Report - Customer Account Statements

4. Click here

5. Check and Select Date Range

6. Click Process Now

7. Click OK

8. Statements to be Printed is displayed first

Select Print

9. Click here to close window once Printed

10. This is the Summary - choose to either print or save for record keeping.

Exit when needed

11. The Email window will be displayed last.

If you can't see window, try looking behind any other POS windows, sometimes it can be hidden or check in the Task Bar

Click Email

All Statements emailed will be in Green.

Tip: At this stage - you can export list to Excel for record keeping

RIGHT-CLICK on the Blue Smart Grid banner and select EXPORT TO EXCEL

Undeliverable emails will be sent to your inbox.

12. Click OK