This topic describes two methods for closing the billing cycle for AR accounts. You must close the billing cycle before you print or email statements.
Store Manager does not automatically close the billing cycle on the closing date. Instead, you have to manually close the billing cycle for your AR accounts on or after the closing date.
Click Customer.
Click Close Billing Cycle.
Select the Closing Date.
If you select the 26th of the month, Store Manager will include all ledger entries up to and including the 25th. If you select the 1st of the month, Store Manager will include all ledger entries up to and including the 30th/31st of the previous month.
Enter a Reference, if desired.
From Filter, select Standard or Advanced.
Click Next.
From Selection Type, select one of the following:
ACCGROUP: Close the billing cycle for the selected account groups. Select the account groups from the list.
Advanced Filter: Use the filter to close the billing cycle for filtered AR accounts. Click Define to display the Filter dialog.
Cick Finish. Click OK to confirm the billing cycle has been closed for the selected AR accounts.
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