Customer Statements

Individual statements containing transactions between a specified date range can be displayed in the Customer Statement view. Printing multiple statements is also possible and is explained further down in the help document.

Navigate to the Customers/Suppliers tab. Click the View Statement button.

The statement for the first customer in the list is displayed on the screen. Select a different customer from the list as required. Changing the Start Date and End Date automatically refreshes the statement.

The ageing buckets at the bottom of the statement are calculated based on the Due Date of each invoice and credit note. All payments and refunds are taken into account when calculating this ageing. This can also be viewed in detail in the Aged Receivables report.

Email, Print or Export the individual customer statement as required.

Click on the Close Statement button to return to the main Customers/Suppliers screen or select another customer in the left column to generate a new statement.

PRINTING MULTIPLE STATEMENTS

Navigate to the Customers/Suppliers tab and click on the Print Statements button.

A list of customers will be presented. Select individual customers or use the Select all option. Adjust the dates as appropriate and click on the Print Statements button. A single PDF file will be generated containing the customer statements.

Note that there is a limit of 100 statements per download. If you have more than 100 customers, change the Page setting to 100 and carry out the print process in blocks of 100.

Click on Cancel to return to the main Customers/Suppliers screen.