Customer Statement Report
Shows a list of customer statements. Use this report to print statements on generic forms or plain paper. You must enter a date filter to establish a statement date for open item statements or a statement period for balance forward statements.
If you are using multiple currencies, the Customer Statement report is always printed in the customer's currency. The last date in a statement period is also used as the statement date and the aging date, if aging is included.
Options
| Field | Description |
|---|---|
Print All with Entries |
Select to print an account statement for all customers with entries in the statement period specified in the date filter. |
Print All with Balance |
Select to print an account statement for all customers with a balance by the end of the statement period specified in the date filter. |
Update Statement No. |
Select if you want to update the Last Statement No. field on each customer card after it prints the customer's statement. Do not select this field if you are not using statement numbers, if you are just viewing the statements, or if you are printing statements which will not be sent to the customer. |
Print Company Address |
Select to print on plain paper or if your company address is not preprinted on your form. If you leave this field blank, your company's name and address will not print on the Customer Statement report. |
Statement Style |
Select Balance to print balance forward statements, which list all entries made during the statement period you specify in the date filter. Select Open Item to print open item statements, which list all entries which are still open as of the date you specify in the date filter. |
Aged By |
Select None if you do not want the aging to print on the statements. Select Due Date to age by due date. Aging indicates the number of days the transaction is overdue. Amounts not yet due are current. Select Trans Date for transaction date. Aging indicates the number of days since the transaction posting date. Select Doc Date for document date. Aging indicates the number of days since the document date. |
Length of Aging Periods |
Enter the length of each of the aging periods. For example, enter 30D to base aging on 30 day intervals. If you are not printing the aging on the statements, leave this field blank. |
Log Interaction |
Select if you want to record the reports that you print as interactions. |
Tip
For more information on how to work with reports, see Viewing Test Reports before Posting, How to: View and Print Reports and How to: Set Filters. For assistance in finding specific pages, see Search.