Bulk and Individual Statement Printing in NetSuite

NetSuite provides options to print customer statements in bulk or individually. This guide walks through both processes, along with notes on customizing email senders and setting up preferences for automated bulk emailing.

Bulk Printing Statements

Follow these steps to print multiple statements at once:

1. Navigate to the Bulk Print Statements Page

• Go to either:
• Customers > Accounts Receivable > Print Checks and Forms, and select Statements on the Printing page.
• Customers > Accounts Receivable > Generate Statements.

1. Set the Statement Date

• In the Statement Date field, accept or enter the date to appear on your statements.
• This date is also used to calculate the aging of transactions.

1. Optional Fields

• Start Date: Enter the date of the oldest transaction to appear on the statement. Leaving this blank includes all transaction history.
• Include Zero Balances: Check this box to generate statements for customers with zero balances.
• Show Only Open Transactions: Check this box to include only open transactions, particularly useful for statements printed on the current date.

Note: Selecting Show Only Open Transactions with a different date than today may result in balance discrepancies.

1. Consolidated Statements

• If you use the Consolidated Payments feature, check the Consolidated Statements box to include balances for customer-subcustomer hierarchies. Clear this to show only the individual customer’s balance.

1. Select Customers for Statements

• Use the checkbox at the top to select or deselect all customers, or click Customize to filter customers in the list.

1. Print Statements

• When done, click Print to print the selected statements.

Printing Individual Statements

To print statements for a single customer:

1. Navigate to Individual Statement Page

• Go to Customers > Accounts Receivable > Individual Statement.

1. Select the Customer

• Choose the customer whose statement you wish to print.

1. Set Statement and Start Dates

• Enter the Statement Date and optional Start Date for the oldest transactions to appear on the statement.

1. Consolidated Statements Option

• If using the Consolidated Payments feature, check the Consolidated Statement box to include balances for the hierarchy this customer belongs to.

1. Generate and Print/Send Statement

• Click Print to print, Email to send via email, or Fax to send by fax.

Note: Each customer must have a valid email or fax number on their record for email or fax options.