How do I print a Customer Statement?
From Catalyst
Summary
This article explains how to print a customer statement from the Sales Ledger. If you are on Windows 10 or above you may be able to produce a statement run via email.
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.
Emailing Statements
If you have a Windows 10 machine you may use the inbuilt PDF option to email statements.
- Set your range as per the instructions above.
- Prior to clicking [Print], press <Alt+P>.
- Choose your 'PDF to email (silent)' print record, which is usually '90'.
- This article explains how to make sure your print record is set up correctly.
- When you now click [Print] it will email statements to the appropriate email address. If set, a printed statement will be produced for customers without an email address.
See also
