Customer Statements

You can print / save to PDF a Statement for a customer showing outstanding Invoices, what payments have been made and the outstanding balances.

Go to Invoices and perform a Find for the customer for whom you wish to print a statement.
Click the Statement for This Customer sidebar button.
A dialog box appears.
Input a date range or, alternatively, enter 2019 to include only those Invoices.
Click the OK button.
A print preview of the document appears.
Click Continue to print or Save as PDF.

If you wish to send a PDF, set “Pause on Preview” to yes: Main Menu > Invoices section > Options tab > More Options button > Print Options tab.

On the Main Menu, in the Invoices section, click the Customer Statement button.
The Customer Statement dialog appears.
Choose a Name or Company.
Click the Proceed button.
A print preview of the document appears.
Click Continue.

You can print statements for a group of customers with outstanding Invoices over thirty days.

On an Invoice (form view), click the Print Statements for Overdue Accounts sidebar button.
The Customer Statement dialog appears.
Enter a date, a range of dates, or leave blank to include all unpaid Invoices.
To include Invoices that have been paid, check the Include Paid Invoices checkbox.
Click the Proceed button.
A statement per customer is printed, one per page.
Click Continue to print or Save as PDF.

If you wish to send a PDF, set “Pause on Preview” to yes: Main Menu > Invoices section > Options tab > More Options button > Print Options tab.

On the Main Menu, in the Invoices section, click the Statements Over 30 Days button.
The Customer Statement dialog appears.
Enter a date, a range of dates, or leave blank to include all unpaid Invoices.
To include invoices that have been marked paid, tick the Include Paid Invoices checkbox.
To immediately print, choose No in the Show Print Dialog box before each statement.
Click Proceed.
A statement per customer is printed, one per page.