Customer Statement can provide the information of transaction made within the period and the ageing summary of the customer.
Before printing the customer statement, please map the no.series in the Sales & Receivable Setup.
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 report options
(1) Start Date / End Date (Range of Transactions that would like to show)
(2) Show customer with legder entries
(3) Show customer with balance only (If balance = 0, will not show)
(4) Inclucde Reverse Entries
(5) Include Unapplied Entries
(6) Show Open Entries Only - With this box selected, will only show "open" customer ledger entries in the report.
(7) Choose to include the Aging Band or not (aging summary).
Period Length of Aging. *Please input "30D" but not 1M, as some months have 31 Days.
(8) Due Date (See how much will be overdued in xx days)
(9) Choose the correct customer (if no select, default as the 1st Customer. Users still need to re-select this field even they are in the Customer Card)
