Statements and Allocations |
Top Previous Next |
Customer statements summarize all transactions for a customer and are printable or mailable.
Go to Customer > Statements & Allocations
Hover the mouse over the different menu options. If the cursor changes to a hand (
), then click to go to the subject.
Hover the mouse over the different fields on the form. If the cursor changes to a hand () , click to get more information.
Function |
Statement 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 |
Customers where payments still have to be allocated to invoices |
Automatically allocate accounts. |
Payments will automatically be allocated against the oldest invoices. |
Print Selected |
To print the statements. |
E-mail Selected |
To e-mail the statements. |
See also Customers > Enquiries & Allocations
