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This text refers to program version 6.3  

Individual Reports - Periodic Customer Statement

The Periodic Customer Statement report is included in the following Standard products:

• Standard Accounts (Sales Ledger module)
  

• Standard Contracts
  

• Standard Invoicing

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The Periodic Customer Statement contains information about the current balance for each Customer showing open (unpaid) Invoices, paid Invoices and Receipts. You can therefore use it to produce a full Sales Ledger transaction history for a specified Customer and period.

When printed to screen, the Periodic Customer Statement has the Drill-down feature common to many reports in Standard products. Click on any Invoice or Receipt Number to open an individual Invoice or Receipt record.

Period

Paste Special    Reporting Periods setting

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

Customer

Paste Special    Customers in Contact 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

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

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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In this chapter:

• Introduction
  

• The Report Window
  

• Definition of Reports
  

• List of Individual Reports

Go back to home pages for:

• Standard Accounts manual
  

• Standard Contracts manual
  

• Standard Invoicing manual

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