Printing Individual Statements

Follow this procedure to print a single statement.

To print an individual statement:

1. Go to Customers > Accounts Receivable > Individual Statement.
2. Select the customer you want to generate and print a statement for.
3. In the Statement Date field, accept or enter the date you want to appear on the statement.
4. 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.
5. If you use the Consolidated Payments feature, check the Consolidated Statement box to print out a statement showing the overall balance for the customer-sub customer hierarchy this customer is a part of. Clear this box to print a statement showing only the balance for this customer.
6. Generate the statement:

• Click Print to print the statement.
• Click Email to email the statement.
• To email the statement, the customer must already have an email address entered in the customer’s record.
• Click Fax to fax the statement.
• Note: Each customer must also have a fax number entered on the customer’s record.