Scenario
Create an Individual Customer statement that shows open transactions only.
Solution
Individual Customer Statement
Go to Transaction> Customer> Individual Statement
From the field, “Customer” select the name of the customer we want to generate the statement. In the Statement Date field, accept or enter the date you want to appear on the statement. In the Start Date field, set the date of the earliest transactions you want to show on this statement. Leave this field blank if you want to show all transactions for this customer. Check on the box Show only open Transaction field to get the open transaction only. Then click on the Print tab for printing the statement or we can email or fax the statement by Clicking on Action select email/FAX. We can select different forms for printing from the Field Form
*The balance amount under the Balance information tab from the Customer Record, the total amount of the particular customer in the A/P Aging report, and the balance amount in the selected customer statement are the same amounts.