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Print and/or e-mail account statements

You send the account statements by e-mail or you print them.You can print/e-mail a run multiple times.


When you print/e-mail a run for the first time, it is finalised. You can no longer change or delete a finalised run.

To e-mail and/or print account statements:

  1. Go to: Financial / Debtor / Account statement.
  2. Open the properties of the last run.
  3. Check the debtors and outstanding items to be printed/e-mailed.
  4. Close the properties of the run.

    Be careful when e-mailing/printing an older run. This contains all of the outstanding items you selected when you generated the run. These outstanding items may have already been paid.

  5. Click on the action: Finalise and print/E-mail.
  6. Click on Yes in the message.
  7. Select the Only process acct.overv. that haven't been process check box to process lines that have not yet been printed or e-mailed.
  8. Select the Alleen nog niet verwerkte [aanmaningen/rekeningoverzichten, e.d] verwerken check box to process lines that have not yet been printed or e-mailed.
  9. Select another printer, to print from a different printer.
  10. Select a different printer tray, to print from a different printer tray.
  11. Select Different issue if you want to provide supply all lines in the same way and therefore do not want to take the Preferred issue method set for the purchase/sales contacts into account.
    1. Select the deviating supply method that will be the same for all selected lines, namely: PrintPrint and e-mail PDF or E-mail PDF. For invoices you also have the option E-mail e-invoice + PDF.
    2. Select a deviating report (other than that set in the sales/purchase contact profile).
    3. Select a Message template if you selected one of the e-mail options as the deviating supply method.
    4. Select the Save in client record check box if you want to store the issued reports in the dossier of the contact/contacts.
  12. Select a different sorting sequence if necessary.
  13. Select the Descending check box if you do not want to print the data sorted in ascending sequence.
  14. Click on: Next.

    You now see an overview of the debtors to whom you have sent a reminder together with the supply type.

  15. Select a line with supply type Print.
  16. Click on the action: Print preview.
  17. Check the report.
  18. For the supply type E-mail, you can display a preview using the E-mail preview action.
  19. Click on: Finish.
  20. Click on: OK when the message informing you that the processing is complete is displayed.

You see that the Printed, Mailed, Permanent and Dossier check boxes have been selected in the view.


If you are using the queue, Profit places this task in the queue. While the task is being performed in the queue, you can continue to work. See: Use and manage the queue

The queue is always enabled in AFAS Online. That means that the task is always preformed via the queue.

Directly to

  1. Account statements
  2. Link/check account statement report issue method in Sales contact profile
  3. Configure document sending by e-mail
  4. Add account statements
  5. Check and edit account statements
  6. Print account statements


Account statements