Include only open entries on customer statements

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Users, automatically Sep 5, 2023 Oct 2, 2023

Business value

Businesses send customer statements to customers in various formats and for various purposes. We've added a Statement Style field so that you can include only open entries in the report.

Feature details

If you open the Customer Statement report from the Customers list page or the role explorer, you'll find the following options in the Statement Style field on the request page:

  • Balance gives customers an overview of outstanding amounts and a reminder to pay amounts that are overdue.
  • Open Items does the following:
    • Shows only open entries within the specified date range.
    • Shows a balance for open entries before the start date.
    • Ignores entries that have a posting date that's after the ending date.

Statement in Open Items style, with totals per currency

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See also

Report Overview (docs)