Skip to content

How to print or send by e-mail all account statements?

Access the Account statements window

GEM-CAR permits you to print your account statements or send them by e-mail from the Account statements window. Follow the steps below to access it.

  1. In the GEM-CAR *Main menu, go to Customer management > Reports*.
  2. From the Reports window, select Account statements on the Available reports list.
  3. If you want to print detailed account statements, click the Detailed account statements box.
  4. Click on the print button. reports-access-account-statements

Follow the steps below to print all account statements.

  1. From the Account statements window, check the boxes corresponding to clients for which you want to print the account statements.
  2. Enter a date in the Date Section.
  3. Click on the print button to show the print preview window. account-statements-print-all-reports
  4. Click on the print button on top left corner. The 1 / 1+ indicator on the top center of the window means that there are several pages to be printed. However, all the account statements will be printed one after the other. report-list-of-emails-buttons-print
  5. Once the printing of the account statements is done, a report shows onscreen. You can also print this report the same way.

Send all account statements by e-mail

Follow the steps below to send all the account statements by e-mail. The account statements will be sent to the e-mail addresses configured in the Customer Maintenance window.

  1. From the Account statements window, check the boxes corresponding to clients for which you want to send the account statements by e-mail.
  2. Enter a date in the Date Section.
  3. In the Sending type section, select E-mail and uncheck the Force to screen option.
  4. Click on the Refresh button.
  5. Click on the print button to initiate the sending of the account statements by e-mail. account-statements-email-all
  6. Once the e-mail sending is done, a report indicating the status of the sending will show onscreen. You can print this report by clicking on the print button on the top left corner. report-list-of-emails-buttons-print

Warning!

Make sure to verify the limitations of your e-mail provider to avoid mass e-mail sending being blocked and that customers do not receive the e-mails.

To print a list of labels for all clients with active account receivables, follow the steps below.

  1. Access the Report window and select the Client list report.
  2. Select the Labels option in the Report type section.
  3. Check the Print this list of clients with an account receivable option box.
  4. Click on the Print button.

Related topics