Statements and Allocations

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Go to Customer > Statements & Allocations

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Customer Statements and Allocations

On this form, you can:

 

Email customer statements directly.

Use parameter input fields to select which customers receive statements.

Filter out customers who do not need a statement (e.g., those with a zero balance).

Perform payment allocations to match payments with invoices.

Hover the mouse over the different fields on the form. If the cursor changes to a hand (Hand_Cursor) , click to get more information.

Print/Email ...Statement TypeStatement DateAutomatically AllocateAllocationsSelect VisibleClear FilterEdit FilterSearch RowRow SelectorCustomer_Statements_Allocations

 

Function

Sending Customer Statements Field Descriptions

Show/Filter

Select between the 3 options.

Statement Date

All entries after this date will be ignored.

Start From

If you want to start printing from a specific customer.

Statement Type

Select the Statement Type. Customer default is as specified in the customer form. Use Open Item or Balance Brought Forward if you want to override the default.

Print / E-mail if total...

Statements will only print if the amount owed is greater than the amount specified here.

Print/E-mail Negative Amounts

Check if you want to send statements where you owe the client money.

Print/E-mail if became 0 ..

Check if you want to send statements that was zeroed this month.



Allocations


Show customers that must be allocated

Displays customers with unallocated payments

Automatically allocate accounts.

Payments will be automatically applied to the oldest invoices.

Print Selected

Print statements for selected customers.

E-mail Selected

Email statements to selected customers..

 

See also Customers > Enquiries & Allocations

 

 

 

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