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 () , click to get more information.
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
