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Click on the desired tab when 
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| Client | Transactions | Options | Sort |
The Options tab for the Generate Statements utility contains the following options:
Statement Type
Print Billing Notes & Instructions
Statement Options
The Statement Template button opens the Statement Template Options window allowing you to change statement templates or billing options for the current statement run only.
The Email Template button opens the Email Template lookup window allowing you to designate a single email template for the current statement run only.
Zero Balance Payment Only Clients
Task Based Billing Information
Output Options
Criteria
Print Reminder Statement for Clients
With no Statement Since mm/dd/yyyy
Exclude Credit Balance Only Clients
Select Age of Past Due Clients
The Threshold Billing button opens the Threshold Billing window allowing you to select threshold billing limits.
Note: Rerunning a pre-bill or final statement regenerates the statement using the default report definition for Generate Statements. For example, creating a pre-bill and selecting the Cover Statements Only check box, then rerunning the pre-bill via Pre-Bill Tracking will generate a pre-bill that includes additional information, as that check box is not selected in the default report definition. Also, depending on changes made to the client's data, it is entirely possible that the regenerated statement may not exactly match the original statement. Most of these changes are format related, but in some cases, amounts may be affected (e.g., due to transaction adjustments, etc.).
Note: The "Client" terminology can be changed in Customization. This terminology is used on all menus, windows, and reports. However, the label "Client" is used in all documentation.
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