A/R – How to Exclude Customer(s) from Statements

An easy way to exclude specific customers from receiving an A/R Statement (such as internal employees, tire integrators, etc.) is to set their HITS Customer account to have a different Mail Switch. For example, you can set all of your customer’s, who should not receive an A/R Statement, Mail Switch to equal “Z”.

On the A/R Statement screen, there is an option for Mail Switch <blank> to Z in which you can edit to Y. Running A/R Statements for any customers with a Mail Switch of <blank> to <Y> will exclude your customers who should not receive an A/R Statement with their Mail Switch = Z.

To set this up in HITS for a customer:

1. Click on Views > Sales Counter
2. Customers > View/Edit
3. Enter/Lookup the Customer
4. Click the Other Info tab
5. Select the appropriate Mail Switch and Click Save

Running A/R Statements:

1. Click Views >Bookkeeping
2. Post > A/R Statements – Open Items Accounts
3. Change the Mail Switch from <blank> to <Z> to <blank> to <Y>
4. Click Save Selections to prevent from having to make this change every month!
5. Run Statements as usual (Email Statements, Print Statements, etc.)