Reports and Documents

Statements

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.

How to Print a Customer Statement

1. Go to Invoices and perform a Find for the customer for whom you wish to print a statement.

2. Click Statement for This Customer sidebar button.
   
   A dialog box appears, giving the option to input a date range. Alternatively, enter  2015  to include only those Invoices.

3. Click Continue to print or send a 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.

OR

1. Go to Main Menu > Invoices section > Customer Statement.
   
   A dialog box appears asking you to enter customer or company name.

2. Click Proceed.

3. Click Continue.

Statements Over 30 Days

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

How to Print a Statement Over 30 Days Report

1. Go to Invoices > Print Statements for Overdue Accounts sidebar button.
   
   The Print Statements dialog box appears asking you to enter date/s.

2. Click Proceed.

3. Click Continue to print or send a PDF by email.
   
   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.

OR

1. Go to Main Menu > Statements Over 30 Days
   
   A dialog box appears asking you to enter date/s.

2. Click Proceed.

3. Click Continue to print or send a PDF by email.
   
   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.