Print or email statements

You can print or email multiple statements for a range of dates or customers. Printing a statement generates a PDF file. Use your PDF reader program to print a hard copy of the document if desired.

Print or email statements at the entity level.

Subscription Accounts Receivable
Regional availability

All regions
User type Business
Permissions

Print or email statements: Run

1. Set filters and view statements

Use filters to pinpoint groups of statements you want to print or email based on dates, customers, and more.

  1. Go to Accounts Receivable > All > Invoices > Print or email > Statements.
    Don't worry about being too precise on the options page. On the next page, you can specifically select or deselect statements to print or email.
  2. Set Delivery options. See Delivery options for more information.
  3. Select a time period. See Time Period for more information.
  4. Select Filters to pinpoint the statements you want to print or email. See Filters for more information.
  5. Select Formats for the statement.
    • Printed statements use a Printed document template for the format. You can optionally enter a Statement date to appear in the printed statement.
    • Emailed statements use an Email template for the format.
  6. Select View.

    The Send statements window appears and displays the statements that meet the specified criteria. If the desired statements do not appear, close the pop-up window and adjust the Filter criteria.

Select statements to print or email

Intacct automatically sets each statement to Print and/or Email based on the Statement and invoice delivery preference in the customer record.

  1. (Optional) To view a statement, select the Preview link in the Send statements window.

  2. To print a statement, select the Print checkbox next to each desired statement. To select all statements, select the "" icon at the top of the Print column.
  3. To email a statement, do the following:
    1. Select the Email checkbox next to each desired statement. To select all statements, select the "" icon at the top of the Email column.
    2. If you want to change any of the To, Cc, or Bcc email addresses, edit the applicable fields as desired using commas or semicolons to separate the email addresses.
  4. When you've selected all desired statements, select the Print or email button.

    If you selected to print a statement, the statements appear in a separate browser window.

    Depending on your selections, a Statement Delivery Report page appears and displays one or both of the following messages:

    • "<#> statement(s) were sent to Adobe Acrobat Reader. You can print a hard copy."

    • "<#> statement(s) have been scheduled for email delivery

    If you selected 100 or more statements to print or email, Intacct informs you that it will process the statements offline. When processing is finished, you can view and print the statements from My stored reports.
  5. To print a hard copy if applicable, switch to the browser window containing the statements and do the following:
    1. Select the Printer icon in the upper-left corner.
    2. In the Print dialog that appears, select the desired printer and then select Print.
  6. Select Close to close the Statement Delivery Report.

PDF reports and checks appear in a pop-up. Make sure you allow pop-ups in your browser.

Allow pop-ups in Chrome:

  1. Select the three vertical dots in the upper right and select Settings.
  2. Go to the Privacy and security tab.
  3. Select Site settings.
  4. In the Content section, select Pop-ups and redirects.
  5. In the Default behavior section, select Sites can send pop-ups and use redirects.

If you download a PDF but the files are not saved or you see the error "Failed-Forbidden", deactivate the native Chrome PDF Viewer.

Download PDFs in Chrome:

  1. Open Google Chrome.
  2. In the address bar, enter chrome://settings/content/pdfDocuments
  3. In the Default behavior section, select Download PDFs.

or

  1. Select the three vertical dots in the upper right and select Settings.
  2. Go to the Privacy and security tab.
  3. Select Site settings.
  4. In the Content section, from the Additional content settings dropdown list select PDF documents.
  5. In the Default behavior section, select Download PDFs.

PDF reports and checks appear in a pop-up. Make sure you allow pop-ups in your browser.

Allow pop-ups in Firefox:

  1. Go to the menu bar at the top of the page and select Settings.
  2. Go to the Privacy & Security tab.
  3. In the Permission section, deselect Block pop-up windows.

Download PDFs in Firefox:

  1. Go to the menu bar at the top of the page and select Settings.
  2. Go to the General tab, enter PDF in the Find in Settings search bar.
  3. In the Applications table, from the Portable Document Format (PDF) dropdown list select Save File.

    If Portable Document Format (PDF) is not listed, download your favorite PDF viewer.

PDF reports and checks appear in a pop-up. Make sure you allow pop-ups in your browser.

Allow pop-ups in Safari:

  1. Launch Safari and select Safari > Preferences.
  2. Go to the Security tab.
  3. Find Web content and deselect Block pop-up windows.

Download PDFs in Safari:

  1. Launch Safari and select Safari > Preferences.
  2. Go to the Security tab.
  3. Find Internet plug-ins and select Website Settings.
  4. On the list of plug-ins, select Adobe Reader.
  5. Under When Visiting Other Websites, select Allow Always from the dropdown list.
  6. Select Done.

PDF reports and checks appear in a pop-up. Make sure you allow pop-ups in your browser.

Allow pop-ups in Microsoft Edge:

  1. Open Microsoft Edge.
  2. In the address bar, enter edge://settings to see the browser settings.
  3. Go to the Cookies and site permissions tab.
  4. In the All permissions subsection, select Pop-ups and redirects.
  5. Deselect Block (recommended).

Download PDFs in Microsoft Edge:

  1. Open Microsoft Edge.
  2. In the address bar, enter edge://settings to see the browser settings.
  3. Go to the Cookies and site permissions tab.
  4. In the All permissions subsection, select PDF documents.
  5. Select Always download PDF files.

You might see a pop-up that the PDF reader has been disabled in Microsoft Edge. Select Download file to continue and download the PDF.

Next step: View emailed statements.