*INTERNAL* Generating Statements for Overdue Invoices

Statements are a way to show customers which invoices are outstanding and how long overdue they may be. 
  1. Go to your Watson home page
  2. Select Transactions | Customers | Generate Statements 
  3. Remove the date from Start Date (if you don't do this, you will not get the individual invoice breakdown) 
  4. Check SHOW ONLY OPEN TRANSACTIONS (if you don't do this, all transactions will be shown, can be messy and confusing)
  5. Check the customer names for which to generate statements. 
  6. Click Print. A new window will open with the PDF Statement. 
  7. From here, you can either print or save the statements.

Prior to emailing or mailing the statements, review each to ensure they make sense. 

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