Searching for Statements

From FloristWiki

This information applies to FTD Mercury X2 Fall and later versions.

All statements that have been generated from your store are available to view through Statement Search.

To perform a Statement Search:

1. On the Search menu, click Statement Search. The Statement Search Window opens.
2. In the Store Name field, you have the option to search for statements for All Stores, or you can select the individual store name to see the statement runs only for that particular store.
3. In the left text box, click on the generated statement date/cycle that you want to search through, and the statements display. You may double-click on a customer’s name in the text box on the right or press the SPACEBAR when the customer’s name is highlighted to view that customer’s statement details. To view multiple statements, highlight those statements with your mouse and then click View. Click Delete if you wish to delete the entire statement run.

NOTE: If you must regenerate statements, be sure to delete the first statement run. If you do not delete the first statement run, no order detail will appear in the regenerated run. Instead, only the balance forward balance will display.

To print, fax, or email a statement, highlight the statement and then click Output.