Statement Cycles

Overview

Use Statement Cycles to define the statement cycles and the frequency for customer billing.

Setting Up Statement Cycles

Select Financials | Setup | Statement Cycles.

Click New to create a new statement cycle.

In Description, specify a description of the payment method.

In Cycle Type, select the frequency of the statement cycle. The following cycle types are predefined in the system:

Bi-Monthly – statement cycle occurs one time every two months

Bi-Weekly – statement cycle occurs one time every two weeks

Monthly – statement cycle  occurs one time every month

Quarterly – statement cycle occurs one time every quarter

Semi-Monthly – statement cycle occurs two times every month

Weekly – statement cycle occurs one time every week

Click Save and New, or click Save and then click New, to save the current statement cycle and start adding the next.