Statements

If your company wants to generate statements in an automated fashion, navigate to setup with this path: Setup > Utilities > Automation. At the bottom of the Automation page, click the Statement Generation toggle button to On.  Lastly, select the da...

To manually generate statements, navigate to Accounts Receivable > Reports > Customer Statements. The Customer Statements page will be displayed.  The upper two panels will auto-fill with the options saved in Statement Rules.  You may change any of...

To print statements that were created by the automated or manual process, navigate to Accounts Receivable > Reports > Customer Statements. The lower panel of the page will list all Statement Batch Runs.  Locate the batch you want to print, and then...

A statement is a printed document listing the unpaid invoices and unapplied credits for a customer as of a particular date. Typically, statements are generated monthly for customers who have not paid their invoices by the due date that was specified...