Table of Contents

Overview

Customer statements can be printed for any or all customers. The statement shows each outstanding document with a balance on the date of the statement. Also a user can choose to have deposits and credits print on customer statements. Statements for customers with a zero balance will not print.

Detail

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AR > Customers > Print Customer Statements

 To Print Customer Statements

1. Go to AR > Customers > Print Customer Statements

2. Enter the criteria for the statements to be printed.

   1. Project Number – You can print by Project by entering a project number here. Leave blank to print all.

   2. Start and End Customer – You can print one customer at a time, declare a range, or leave blank to print all

   3. Starting and Ending Customer type – You can print statements by range of customer types, or leave blank to print all.

   4. Statement Date – As of date of the statement. It can be printed "as of" any historical date and you will get a statement current as of that time period.

   5. Sort Statement By – Defines how the statements should be ordered when printing batches (Customer name, number or Sales Person)

   6. Sort Documents By – Defines how the individual documents on the statement will sort out (Document, Transaction Date)

   7. Exclude Customers with a Credit Balance – If this box is checked and you are printing a range of customers, those with a credit balance will not print out.

   8. Exclude credits from statement details and balances – If this box is checked and the customer has a credit on their account, it will not print on the report or be included in balances

   9. Include Order Deposits in statement details – If this box is checked, a customer's deposits will be included on the statement

3. Click on the Print or save icons on the toolbar. 

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