Use this page to print accounts receivable statements.
Statement Date
Click in the field and select a statement date
from the .
Statement period
Click in the fields and select a period month
and year for the statement.
If entered, statement includes any outstanding
balances up to this period and year. Any billings or checks in the future
do not appear. If left blank, all outstanding balances appear.
From / Thru (Customer,
Customer Type, Cycle, Location, Priority, Salesperson, Service Type)
Click the Lookup icon
to display
the Select pop-up and select range of IDs for the statement you want to
print.
This is available for Customer, and active AR
User Codes.
To Print a billing for an individual Customer
or user code, select the same ID for both From
and Thru.
Print statements which have zero balance (check
box)
Select the check box to print statements that
have zero balances. Example:
Customer A:
Has paid and unpaid invoices in the specified period and a nonzero customer
balance.
Customer B:
Has paid invoices in the specified period but a zero balance.
Customer C:
Has no invoices in the specified period and a zero balance.
If not checked,
for Customer A, all paid invoices print in the specified period and so
do all outstanding invoices.
If checked,
for Customer A and Customer B, paid invoices print in the specified period
and so do all unpaid invoices and checks.
If period is
left blank, no paid invoices print for any customer because none
of the activity falls into that period (blank period = period 01 for the
year 9999).
Print statements for customers with overdue invoices
(check box)
Select the check box to print statements for customers
that have overdue invoices.
Invoices are included when the Invoice Due date
is less than (Statement Date - AR Aging 1 field from the global policies
AR tab).
Print statements by job within customers (check
box)
Select to print statements by job within a range
of customers.
Statement are broken out into sections.
First
section is any outstanding billing activity that is not job related.
It will titled "Non Job Invoices".
Second
section includes the Job breakout and the title for each section
will be the Job number and Name.
Third
section is any multi job invoices with a title of "Job # Multiple".
Non job will print on first page with totaling line - then all job related
will start on new page.
Print message on statements
(check box / text box)
To include a message on the
billing, check the box and then enter into the text box the message you
want printed.
Print (button)
Click to print statements.
Fields