End of Month Statements All open invoices need to have the credits applied to them so that they will not have finance charges applied. To close open invoices, do the following: In the Customer area on the homepage, click on Receive Payments. Pull up each account on the list to check for unused credits. If there is, a message will appear in toward the bottom left that says the customer has unused credits that can be applied, and show the amount. Click on Discounts and Credits in the bottom right corner. Make sure that the unapplied credits in the top box are checked. If one will not accept a check mark, you will be able to come back and apply it later. Click Done. The unused credit should now say “0.00”. Click Save and New. If the unused credit balance was not 0.00, bring the customer’s account up again. If there is still a message on the bottom left that says the customer has unused credits that can be applied credit. (Sometimes customers will have a credit because of an overpay and not because of an open invoice.) In the Customer area of the Home Page, click on Create Statements. Make sure that the dates are correct. Most of the time, It will need to be the 29th of the last month thru the 28th of the current month. Click on ALL customers. Click Assess Finance Charges. Make sure there are no more accounts with the asterisk beside the name. If so, make a list again of the customers with the asterisk mark and then go back to step one. (Note; The unused credit message mau still pop up, but as long as there are no asterisks, it is fine.)