Use the Customer Statement to get information about a customer's (or family's) payment status for activities during a particular period.
Go to Reports > Population Reports > Customer Statement.
In the Filters section, specify the Customers, Transaction Dates/Times, Due Dates, and/or any other details to filter the report, if necessary.
In the Options section:
Enter text that you want to display in the body of the statement if the customer account is not yet past due in the Statement Text box.
Enter text that you want to display in the body of the statement if the customer account is already overdue in the Overdue Statement Text box.
To display message text in the statement, enter the text in the Message box.
To display any additional text in the statement, enter the text in the Additional Text box.
To change the printed statement's title to "Invoice" instead of "Customer Statement", select Print as Invoice.
To change the printed statement's title to something other than "Invoice" or "Customer Statement", enter the new title in the Report Title box.
To remove the prompts for credit card type, number, and expiry in the Payment information section of the statement, select Hide Credit Card Prompt Information?
Select the Report Modules that you want to display in the report.
To group the records in the report by Transaction or by Receipt, select Summary Report.
Select the required language for the report in the Report Language dropdown.
Select the Output Type for the report.
Select any other necessary information that you want to include in the report.
Click Run Report.
Note: For complete descriptions of the options on this page, click here.