Difference between revisions of "How do I print a Customer Statement?"
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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. | * 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 range of statements select the "Range" and fill in your range criteria. | * If you want to print a range of statements select the "Range" and fill in your range criteria. | ||
| + | ** If you are printing statements for individual customers the customer range will be disabled. | ||
* Press {{Button|Print}} when you haven entered all your statement range data. | * Press {{Button|Print}} when you haven entered all your statement range data. | ||
=== Notes === | === Notes === | ||
| − | ;Message | + | ;{{DataPrompt|Message of the Day}} |
| − | :You can enter a message to print at the bottom of all your statements. | + | :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. | ||
{{FAQ}}{{KB_Tags|customer statement, print}}{{KB_SL}} | {{FAQ}}{{KB_Tags|customer statement, print}}{{KB_SL}} | ||
Revision as of 11:02, 18 November 2008
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
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This article or section applies to a Platinum feature currently being developed. Be aware: Content may change. |
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.
- If you are printing statements for individual customers the customer range will be disabled.
- Press [Print] when you haven entered all your statement range data.
Notes
- "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.
