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2.5.3. Print Statement by Customer

A customer statement shows past due information for open receivables. To print a customer statement, go to Accounting > Accounts Receivable > Forms > Print Statement by Customer. The following screen will appear:

Print Statement by Customer

When printing a customer statement, you are presented with the following options:

Note

If the specified customer has an EDI profile attached, you may encounter an EDI processing interface when printing the customer statement.

Customer #

Enter the customer number of the customer whose statement you want to print. The lookup feature located to the right of the field leads to a searchable customers list. You may also access this list using the keyboard shortcut CTRL + L . Once a customer number is entered, the customer name and billing address will display. Select the ? or $ symbol to view customer information for the specified customer. If a customer's credit is good, the button will feature a black question mark (?) icon. If the customer is on credit warning, the icon will turn into an orange dollar sign ($). A red dollar sign ($) indicates the customer is on credit hold.

As of

Specify the point-in-time date you want the statement to be relative to.