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2.5.4. Print Statements by Customer Type

Customer Statements show past due information for open Receivables. To print Customer Statements by Customer Type, select the "Print Statements by Customer Type" option.

Print Statements by Customer Type

When printing Customer Statements by Customer Type, you are presented with the following options:

Tip

If some Customers have EDI Profiles attached, you may encounter an EDI processing interface when printing particular Customer Statements.

All Customer Types

Select to print Customer Statements for all Customer Types.

Selected

Specify the Customer Type you want to print Customer Statements for.

Pattern

Enter a Customer Type pattern to select a range of Customer Types. Refine your search using Regular Expressions.

As of

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

Grace Period

Select a number using the arrow buttons, or manually enter a value up to a maximum of 990. The Grace Period extends backwards in time from the current day, covering the number of days specified here. If the due dates for a Customer's open Receivables fall within the Grace Period, a Statement will not be printed for that Customer. Statements will only be printed for Customers having overdue balances—that is, open Receivables which fall outside the Grace Period.

Only Print Customers with Past Due Amounts

Select if you only want to print Statements for Customers who have past due amounts. If not selected, you will get Statements for all Customers.