The statement above would include 5 invoices or pages along with the statement. The report will print a copy of each invoice along with the statement. Select one of the Customer Statement with Invoices form options from Reports > Sales > Forms reports dialog shown below: Invoices can be reprinted along with the customer outstanding invoice statement. The outstanding statement provides details of all outstanding partner receivables or payables up to a particular date. Review Ecommerce > Customer Portal > Online Statements for setup details. Printed statements can be discarded or reprinted since no transactions are created in the statement process. Review the Customer Finance Charges section for more details on processing finance charges. Click OK to process the finance charges before statements are printed or click Cancel to ignore finance charge update and continue to print statements. Note the statements will always list all outstanding invoices and not only the overdue invoices.Ĭlick the Print button and the following Update Finance Charges dialog will appear:įinance charges (overdue charges) should be calculated before statements are printed. Customers with no overdue invoices will not receive a statement if this switch is switched ON. Turn the Only with overdue invoices switch ON to only print statements to customers that have overdue invoices. Select the Customer Statements report from the Print button list and the following dialog will openĬlick on All Customers option to process statements for the entire range of customers. Review the Reports > Report Menu section of the main documentation for more details on adding or removing reports from the Print menu. The desired customer statement report will now be listed on the Print button on the Customer Payments window. Highlight the appropriate Customer Statement report from the list and click the Select button. Select the Plain Paper folder if planning to print statements on plain, letter size paper, or select Preprinted if planning to use preprinted statement documents. Open the Reports > Sales > Customer Payments reports folder within the Reports folder list. If the Customer Statement report is not listed on the print button, select Add Report and the following Reports selection dialog will open: Go to the Sales > Customer Payments window and click on the Print button. Statements can be printed to report outstanding invoices to all customers or can serve as reminders to only the customers whose invoices are overdue. Statements can be processed and printed as often as desired although monthly statements are the most common. Processing customer statements is a simple and important process used to report the outstanding invoices for each customer in regular intervals.
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