--- title: How to Create a Statement Batch description: You can use Gensolve Practice Manager to create Statements for Debtors as a batch. Statements provide a list of all the outstanding items owing by debtors which can then be sent by post or email to th --- [Skip to content](https://knowledge.gensolve.com/migration/knowledge/how-to-create-a-statement-batch#main-content) English Show submenu for translations [Customer portal](https://knowledge.gensolve.com/help?hsLang=en) ![gensolve-logo-white-kb.png\]](https://knowledge.gensolve.com/hs-fs/hubfs/gensolve-logo-white-kb.png?height=40&name=gensolve-logo-white-kb.png) - [Default HubSpot Blog](https://knowledge.gensolve.com/blog) Open main navigation Close main navigation - [Default HubSpot Blog](https://knowledge.gensolve.com/blog) - English Show submenu for translations - [Customer portal](https://knowledge.gensolve.com/help) - Go to gensolve.com Go to gensolve.com Welcome to Gensolve - There are no suggestions because the search field is empty. 1. [Knowledge Centre](https://knowledge.gensolve.com/migration/knowledge?hsLang=en) 2. [Gensolve Enterprise Manager](https://knowledge.gensolve.com/migration/knowledge/gensolve-enterprise-manager?hsLang=en) 3. [Accounting](https://knowledge.gensolve.com/migration/knowledge/gensolve-enterprise-manager?hsLang=en#accounting) # How to Create a Statement Batch You can use Gensolve Practice Manager to create Statements for Debtors as a batch. Statements provide a list of all the outstanding items owing by debtors which can then be sent by post or email to the debtors. Follow this step-by-step guide to learn how to create a Statement Batch: 1. Go to **Accounting Form** \>\> **Money In** \>\> **Statement Batches** (or Front Office \>\> Statements Batches) 2. Click **New Batch** **![Processes\_FrontOffice\_StatementBatches\_NewBatch\_NZ](https://knowledge.gensolve.com/hs-fs/hubfs/Knowledge%20Base%20Images/How%20to%20Create%20a%20Statement%20Batch/Processes_FrontOffice_StatementBatches_NewBatch_NZ.gif?width=688&height=495&name=Processes_FrontOffice_StatementBatches_NewBatch_NZ.gif)** The *Create a Debtor Statement Batch* screen will open where you can specify the item(s) to be included in the statement: ![Create\_Statement\_B2022](https://knowledge.gensolve.com/hs-fs/hubfs/Knowledge%20Base%20Images/How%20to%20Create%20a%20Statement%20Batch/Create_Statement_B2022.png?width=481&height=513&name=Create_Statement_B2022.png) Please use the fields on this window to filter the data that will be included in the statement batch: - - - **Create For Vendor**: This filter allows you to run the statement for a specific Vendor. - **Debtor's Home Site**: This filter allows you to run the statement for a specific Debtor's Home Site. - **Items Occurring at Site**: This filter allows you to run the statement for a specific Site where the items occurred at. - **Include items Created up to**: This filter allows you to select a date to run the statement for. The statement will include all the items created up to the date selected. - **Add a Statement Fee of**: This filter allows you to add a statement fee to the statement. - **Only Include Items that have been Invoiced?**: Allows for the Statement Batch to show only Appointments that have been invoiced. - **Debtor Types to Include**: This filter allows you to specify whether Standard (Third Party) and/or Client debtors should be included in the statement batch. - There are five **Include Statements** options to choose from: (1) **Include All Statements:** This filter allows you to specify whether all statements should be included in the statement. (2) **Include Statements with Balances Owing greater than:** This filter allows you to specify whether the statements with balances owing greater than the specified amount should be included in the statement. Note: You will be able to specify this value, which will be $0.00 by default. (3) **Include Statements with 30+ Days Balances owing:** This filter allows you to specify whether the statements with more than 30 days balances owing should be included in the statement. (4) **Include Statements with 60+ Days Balances owing:** This filter allows you to specify whether the statements with more than 60 days balances owing should be included in the statement. (5) **Include Statements with 90+ Days Balances owing:** This filter allows you to specify whether the statements with more than 90 days balances owing should be included in the statement.    - - - Click **Run** to generate the statement batch as a report: - Use the navigation arrows to navigate through the statements in the batch - Click on ![](https://docs.testpublic.gensolve.com/docs/gpm_nz/desktop/Icons/Print_Report.gif)  to print the statement - Click on ![](https://docs.testpublic.gensolve.com/docs/gpm_nz/desktop/Icons/email.gif) to email the statement. (**Note**: This is a sample statement only) - - ![Processes\_FrontOffice\_StatementBatches\_StatementSample\_NZ](https://knowledge.gensolve.com/hs-fs/hubfs/Knowledge%20Base%20Images/How%20to%20Create%20a%20Statement%20Batch/Processes_FrontOffice_StatementBatches_StatementSample_NZ.gif?width=688&height=533&name=Processes_FrontOffice_StatementBatches_StatementSample_NZ.gif) 3\. Once the Statement Batch has been created, it will be listed under Front Office \>\> Statement  Batches \>\> Get Data. (or Accounting Form \>\> Money In \>\> Statement Batches \>\> Get Data) **NOTE!** *You can either email individual statements or email a statement batch to all clients/debtors that have email addresses and run the batch report to exclude clients with no email addresses so those ones can be posted.* *Once the statements are successfully emailed, an event is automatically created and associated per each statement.* *For more information see: [How to Email Statement Batches](https://knowledge.gensolve.com/knowledge/email-statement-batches?hsLang=en)* ![Processes\_FrontOffice\_StatementBatches\_StatementListed\_NZ](https://knowledge.gensolve.com/hs-fs/hubfs/Knowledge%20Base%20Images/How%20to%20Create%20a%20Statement%20Batch/Processes_FrontOffice_StatementBatches_StatementListed_NZ.gif?width=688&height=497&name=Processes_FrontOffice_StatementBatches_StatementListed_NZ.gif)   4. Each individual debtor/client statement can also be viewed and printed as shown below: **For Clients:** I   Select a client and click on ![](https://docs.testpublic.gensolve.com/docs/gpm_nz/desktop/Icons/edit_E.jpg) to open the Client Details window II Go to the **Accounts** \>\> **Statements** tab III  Locate the individual statement and click on ![](https://docs.testpublic.gensolve.com/docs/gpm_nz/desktop/Icons/scroll_icon.gif) to view the report. ![Processes\_FrontOffice\_StatementBatches\_ClientIndividualStatement\_NZ](https://knowledge.gensolve.com/hs-fs/hubfs/Knowledge%20Base%20Images/How%20to%20Create%20a%20Statement%20Batch/Processes_FrontOffice_StatementBatches_ClientIndividualStatement_NZ.gif?width=688&height=537&name=Processes_FrontOffice_StatementBatches_ClientIndividualStatement_NZ.gif) **For Debtors:** I      Go to **Accounting Form** \>\> **Money In** \>\> **Debtor Statements** II      Filter the search (Debtor, Date Range) and click on **Get Data** III    Locate the individual statement and click on ![](https://docs.testpublic.gensolve.com/docs/gpm_nz/desktop/Icons/scroll_icon.gif) to view the report. ![Processes\_FrontOffice\_StatementBatches\_DebtorIndividualStatement\_NZ](https://knowledge.gensolve.com/hs-fs/hubfs/Knowledge%20Base%20Images/How%20to%20Create%20a%20Statement%20Batch/Processes_FrontOffice_StatementBatches_DebtorIndividualStatement_NZ.gif?width=688&height=517&name=Processes_FrontOffice_StatementBatches_DebtorIndividualStatement_NZ.gif)   - 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