Customer Statement can provide the information of transaction made within the period and the ageing summary of the customer.
Follow below steps to print the customer statement.
1, Search "Customer Statement" and go to the customer card, select the targeted customer
Navigate Customer Statement
You can find the action button "Statement" in Customer List or Customer Card for print the customer statement.
1. In Customer Card - Click "Report" and then "Statement"
2. In Customer List - Click "Report" and then "Statement"
2, Fill the filter
(1) Start Date / End Date (Range of Transactions that would like to show)
(2) Choose to include the Aging Band or not (aging summary)
(3) Period Length of Aging. *If for every month, please input "30D" but not 1M, as some months have 31 Days.
(4) Aging by Posting Date (Amount that will be overdue in xx days) / Due Date (See the overdue amount)
(5) Choose the format to be shown
(6) Choose the correct customer (the system will default previously selected & users need to re-select)
(7) Click "OK" to print the statement
