Individual Documents - Periodic Customer Statement
The Periodic Customer Statement document is included in the following Standard products:
- Standard Accounts (Sales Ledger module)
- Standard Contracts
---
This document prints a record of all sales transactions for each Customer during a specified period. It differs from the Open Invoice Customer Statement in that paid Invoices and Receipts are shown in addition to unpaid Invoices. It therefore prints a full transaction history for the Customer.
- Period
- Paste Special
Reporting Periods setting, System module
- Specify a period to be covered by the statements.
- The document will include all Invoices and Receipts for the Customer for the specified period. Transactions from before the period will be summarised in an opening balance figure.
- Customer
- Paste Special
Customers in Contact register
- Range Reporting Alpha
- If necessary, enter here the Contact Number of the Customer (or range of Customers) for whom you wish to print statements.
- Category
- Paste Special
Customer Categories setting
- If you want to print statements for Customers of a particular Category, specify that Category here.
- Customers with Balance Only
- Check this box to exclude Customers with no current balance.
---
In this chapter:
Go back to home pages for:
