Creating a Statement For a House Account

Title

Creating a Statement For a House Account

URL Name

Creating-a-Statement-For-a-House-Account

Description

In Silver 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 Silver 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. Click Save Changes. A statement creation line item appears in the activity view. Click Cancel if you do not want to create a statement.