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This text refers to program version 4.3  

Periodic Customer Statement

This report is similar to the Open Invoices Customer Statement. However, whereas that report only shows open (i.e. unpaid) Invoices, this also shows paid Invoices and Receipts. You can therefore use it to produce a full Sales Ledger transaction history for a specified period.

When printed to screen, the Periodic Customer Statement has FirstOffice's Drill-down feature. Click on any Invoice or Receipt Number to open an individual Invoice or Receipt record.

Please click here for details about the Classification field added to the specification window by the CRM and Mail Value Pack.

Customer

Paste Special    Customers in Customer register

Range Reporting    Alpha

If necessary, enter here the Customer Number of the Customer (or range of Customers) you wish to include in the report.

Category

Paste Special    Customer Categories setting, Sales Ledger

If you want to restrict the report to Customers of a particular Category, specify that Category here.

Period

Paste Special    Reporting Periods setting, System module

Enter the report period. The first row of the Reporting Periods setting is used as default.

Customers with Balance Only

Check this box to exclude Customers with no current balance.

Function

Specify here the level of detail required in the report.

Overview

This option produces a single line summary of each Customer's credit situation.

Detailed

This option shows each Sales Ledger transaction in the selected period, including Invoices and Receipts.

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