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Select Accounts Receivable Period End Processing menu > Statement Printing.
Use Statement Printing to print statements for selected customers on preprinted statement forms or plain paper. Statements can also be e-mailed in PDF format to selected customers, if the E-mail Statements check box is selected in Accounts Receivable Options.
Statements are printed using the information entered in Invoice Data Entry, Repetitive Invoice Entry, Cash Receipts Entry, Finance Charge Calculation, or Finance Charge Entry. Name and address information, and invoice and payment detail information can be printed. You can print statements for a range of customer numbers, a group of statement cycles and/or customers with a certain minimum balance, or by the aging category of the customer's oldest balance. You can also print a separate bill-to statement for each sold-to customer, and you can include bill-to invoices on a sold-to customer statement. If the Print Sold To Customer Number on Bill To Statements check box is selected in Accounts Receivable Options, the sold-to customer number is printed under the invoice number for those invoices that have a sold-to customer number.
Note You can print customer statements only if the Print Customer Statements check box is selected in Accounts Receivable Options.
Statements that have been set up as fax enabled can be batch faxed.
If the Job Cost module is integrated with Accounts Receivable, the invoice retention can be printed for job-related invoices.
Note You can save settings in this window by creating a new form code. Changes to settings for the STANDARD form code are not saved when you close the window.
Select Statements with Minimum Balances Of |
Bill To Invoices on Sold To Customer Stmts |