Difference between revisions of "How do I print a Customer Statement?"

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(New page: == Details == Go to "Sales Ledger" -> "Sales Reports" - "Customer Statements". === Printing Individual Statements === * Select "Print Individual Statements". * Enter the customers account...)
 
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== Details ==
 
== Details ==
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Go to "Sales Ledger" -> "Sales Reports" - "Customer Statements".
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Go to "Sales Ledger" -> "Sales Reports" -> "Customer Statements".
  
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=== Printing Individual Statements ===
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=== Printing Statements ===
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* Select "Print Individual Statements".
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* 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.
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* Enter the customers account code (If you can't remember their account code just type their name or postcode and press {{KeyPress|Enter}} to search for it, or use the {{KeyPress|C-F1}} for the customer search).
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* If you want to print a range of statements select the "Range" and fill in your range criteria.
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* Press {{KeyPress|Enter}} from the account code field to print the statement.
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* Press {{Button|Print}} when you haven entered all your statement range data.
  
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=== Printing a Range of Statements ===
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=== Notes ===
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* Select "Print Range of Statements".
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;Message
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* Fill in the ranges as appropriate.
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:You can enter a message to print at the bottom of all your statements.
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** To print statements for all accounts with an outstanding balance you can leave all ranges blank.
 
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** To print for specific accounts set the {{DataPrompt|From Account}} and {{DataPrompt|To Account}} fields to the first and last account to print (bear in mind this will include all accounts between these codes). Alternatively you may specify a particular account {{DataPrompt|Group}}, Reference or accounts with a certain balance.
 
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* When you have set your ranges, press {{KeyPress|F2}} to print the statements.
 
  
 
{{FAQ}}{{KB_Tags|customer statement, print}}{{KB_SL}}
 
{{FAQ}}{{KB_Tags|customer statement, print}}{{KB_SL}}

Revision as of 14:17, 14 November 2008

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Details

Go to "Sales Ledger" -> "Sales Reports" -> "Customer Statements".

Printing 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 want to print a range of statements select the "Range" and fill in your range criteria.
  • Press [Print] when you haven entered all your statement range data.

Notes

Message
You can enter a message to print at the bottom of all your statements.


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Keywords AND Misspellings
customer statement, print
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