Customer Statements

The Customer Statements report option serves two purposes: generating customer statements and printing customer statements.  On the customer record, if the delivery method is set to Print, users will print the statements that need to be mailed to the customer.  

The statement generation process creates a .pdf file for customers that received printed statements.  Users download the .pdf file and print the statements.

Print Customer Statements

To print customer statements, navigate to Reports > Accounts Receivable > Customer Statements.

The Customer Statements page is displayed.  In the lower panel of the page is the Statement Batch Runs listing.  If there is a value greater than 0 in the Printed column, click the download button to the right.  In a few seconds, the statement file appears on the task bar.  Open the file to print or to save to the desired location for printing later.

A sample statement is shown below.

Sample Customer Statement