Finalize

The Finalize action is used to create final statements that match the current pre-bills and send email statements to the Email Statements window. This action is available in the Pre-Bill Tracking window, as well as on the Pre-Bill Information window.

In the Pre-Bill Tracking window, clicking the Finalize button displays the Final Statement Options window. Only the clients who are marked as "Reviewed," not marked as "Hold," and do not have a date in the Final column will have statements generated.

In the Pre-Bill Information window, clicking the Finalize link in the Take Action section of the Quick Clicks pane marks the pre-bill as reviewed and generates a final statement without displaying the Generate Statements window. The Final Statement Information window will then be displayed showing the statement.

Note: The transactions and statement options specified for the selected pre-bill are used. The Final Template specified for the client is used as the statement template. To finalize multiple pre-bills at once or specify options for use on the final statement, use the Pre-Bill Tracking window to mark them as Reviewed, and then click the Final Statements button instead.