Exclude Responsible Party from Statement

There may be times when it is necessary to exclude responsible parties from a statement cycle. Responsible parties selected do not receive statements for that billing cycle. The Statement report indicates which parties are excluded. When an account is excluded it only applies to the next statement and the excluded responsible party will appear in subsequent statements runs.

To exclude a responsible party:

1. From the Reports menu, select Statements.
2. Click Choose Statements to Exclude.
3. Select the check box in the Select column for each responsible party to be excluded.

   

4. Click Save.