Difference between revisions of "How do I print a Customer Statement?"
From Catalyst
| Line 1: | Line 1: | ||
| − | == | + | == Summary == |
| − | + | This article explains how to print a customer statement from the {{SL}}. | |
| − | === | + | === More Information === |
| + | Go to{{Menu|{{SL}}|Sales Reports|Customer Statements.}} | ||
* If you want to print a statement for a specific account, select the "Individual" option and type in the customer's account code if known, or [[How do I Find a Customer?|search]] for a customer. | * If you want to print a statement for a specific account, select the "Individual" option and type in the customer's account code if known, or [[How do I Find a Customer?|search]] for a customer. | ||
** If you are printing statements for individual customers, the customer range will be disabled. | ** If you are printing statements for individual customers, the customer range will be disabled. | ||
| Line 9: | Line 10: | ||
* Press {{Button|Print}} when you have entered all your statement range data. | * Press {{Button|Print}} when you have entered all your statement range data. | ||
| − | |||
;{{DataPrompt|Message of the Day}} | ;{{DataPrompt|Message of the Day}} | ||
:You can enter a message to print at the bottom of all your statements. This will only print if your statement layout is configured to do so (all standard statement layouts issued with Platinum have this enabled). | :You can enter a message to print at the bottom of all your statements. This will only print if your statement layout is configured to do so (all standard statement layouts issued with Platinum have this enabled). | ||
| Line 15: | Line 15: | ||
:The "Analysis Range" refers to analysis codes stored against the customers. | :The "Analysis Range" refers to analysis codes stored against the customers. | ||
| − | + | == See Also == | |
| + | |||
| + | * [[:Category:Getting Started|Getting Started]] | ||
| + | * [[:Category:FAQ|Frequently Asked Questions]] | ||
| + | * [[Getting Started - Accounts]] | ||
| + | * [[Creating a New Customer/Supplier]] | ||
| + | * [[Creating a Sales Ledger Posting]] | ||
| + | * [[How do I Produce a Text Invoice in Platinum?]] | ||
| + | * [[How do I Put a Customer\Supplier Invoice on Hold?]] | ||
| + | |||
| + | {{KB_Tags|customer statement, print, statment, stat}} | ||
| + | {{FAQ}}{{KB_SL}} | ||
Revision as of 16:23, 23 August 2013
Summary
This article explains how to print a customer statement from the Sales Ledger.
More Information
Go to" Sales Ledger Sales Reports Customer Statements."
- If you want to print a statement for a specific account, select the "Individual" option and type in the customer's account code if known, or search for a customer.
- If you are printing statements for individual customers, the customer range will be disabled.
- If you want to print a range of statements, select the "Range" option and fill in your range criteria.
- Press [Print] when you have entered all your statement range data.
- "Message of the Day"
- You can enter a message to print at the bottom of all your statements. This will only print if your statement layout is configured to do so (all standard statement layouts issued with Platinum have this enabled).
- Analysis Range
- The "Analysis Range" refers to analysis codes stored against the customers.
See Also
- Getting Started
- Frequently Asked Questions
- Getting Started - Accounts
- Creating a New Customer/Supplier
- Creating a Sales Ledger Posting
- How do I Produce a Text Invoice in Platinum?
- How do I Put a Customer\Supplier Invoice on Hold?
