Creating a House Account Statement

Title

Creating a House Account Statement

URL Name

Creating-a-House-Account-Statement

Summary

Learn how to create a house account statement from the Back Office.

Article Record Type

0120W000001QFNF

Publication Status

Online

Validation Status

Not Validated

Last Modified By

005d0000003gwXe

Description

In the Back Office, you can create a statement to provide to your house account customers. The statement includes all house account activity. You can print the statement or export it to a variety of formats.

1. In the Back Office, select CUSTOMERS > HOUSE ACCOUNTS.
2. Select the house account for which you want to create a statement.
3. Select Create Statement. The Create Statement dialog appears.​​​​
4. Select the date range for the statement. A preview of the statement appears.
5. (Optional) To export the statement, select the format from the dropdown and click export. 
6. (Optional) To print the statement, click the print icon. 
7. Click Save Changes. A statement creation line item appears in the activity view. Click Cancel if you do not want to create a statement.