A/R statements

The A/R Statements report produces customer statements (or invoices) for customer account balances. The statements include details such as the total balance due, the amount paid, and the credits on the account. You can print and mail the statements or email them to customers.

 

    1. Go to Reports > Financial Reports > A/R Statements.

    2. In the Filters section, specify the Customers, A/R Transaction Date, Transaction Site, Due Date, and/or any other details to filter the report, if necessary.

    3. In the Options section:

      1. Enter the text that you want to include in the body of the statement if the customer account is not yet past due in the A/R Statement Text box.

      2. Enter the text that you want to include in the body of the statement if the customer account is already overdue in the Overdue A/R Statement Text box.

      3. To filter the report based on A/R amounts due for specific time periods:

        1. Select Run Report Based on A/R Aging.

        2. Using the option buttons, select a time period for the filter.

      4. To change the report heading to Invoice instead of Customer Statement, select Print as Invoice.

      5. To customize the text of the printed report title, enter the new report title in the Report Title box.

      6. To display an additional table that shows the A/R aging schedule in the report, select Include A/R Aging Schedule?

      7. Select checkboxes that correspond to any other details or notes that you want to display in the report.

      8. Select checkboxes corresponding to the Report Modules to show charges for in the report.

      9. Select whether to print and/or email the statements to customers in the Statement Action list.

      10. Select the Report Language from English (default), French or Spanish.

      11. Select the report Output Type.

    4. Click Run Report.

 

Note: For complete descriptions of the options on this page, click here.

Related topics

Running the A/R aging report

Running the A/R summary report

Running the A/R transactions report

 

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