{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/4cf319cf795d43c2be6b445f39b9c66e\" frameborder=\"0\" width=\"1640\" height=\"1230\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1230,"width":1640,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1230,"thumbnail_width":1640,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/4cf319cf795d43c2be6b445f39b9c66e-8c4f191b060d5950.gif","duration":270.297,"title":"How to Manually Generate Customer Statements","description":"In this video, I walk you through the process of manually generating a customer statement, which can be done through the 'Statement Runs' section or by using the omni search feature. I demonstrate how to select a specific customer, like Bubba's Farms, and generate their statement for a specified date range, noting that finance charges are not applied to manually generated statements. After generating the statement, I show how to preview it before sending it via email or mail, highlighting key details such as the total balance and any overdue amounts. I also emphasize the importance of checking customer settings to ensure statements are sent correctly. Please make sure to familiarize yourself with this process as it will be useful for handling customer requests mid-month."}