How do I print a Customer Statement?
From Catalyst
Details
Go to "Sales Ledger" -> "Sales Reports" - "Customer Statements".
Printing Individual Statements
- Select "Print Individual Statements".
- Enter the customers account code (If you can't remember their account code just type their name or postcode and press <Enter> to search for it, or use the <Ctrl+F1> for the customer search).
- Press <Enter> from the account code field to print the statement.
Printing a Range of Statements
- Select "Print Range of Statements".
- Fill in the ranges as appropriate.
- To print statements for all accounts with an outstanding balance you can leave all ranges blank.
- To print for specific accounts set the "From Account" and "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 "Group", Reference or accounts with a certain balance.
- When you have set your ranges, press <F2> to print the statements.