We can print the customer statements to send to the customer. But what if, we have to take a statement of a group of customers.
For printing a customer statement yo have to do the following steps.
- Go to Transactions.
- Select customers.
- Click on Generate statements.
A print statements record will open. In that, you can select the customers you want to print statements.
But all the customers in the system will show on that page. You have to manually select which all customers statement you need. That’s not an easy task. Because in the system there may be 10,000+ customers. From that, selecting the customers you want to give the print out is not practical.
Here we can use the option Restrict by group. To view the list values in that field we have to create a Group. To see group creation click on this link http://www.jobinandjismi.in/2019/06/14/creating-a-group/
After creating the group, that group name will display on this Restrict By Group field as a drop down. Select the group name and the system will only show the customers that we included in this group.
You can print all the customer statements separately from a single click.