Print Monthly Statements for Customers

Before you can print statements, you must set up your statement and invoice information.

From the Maintain menu, select Default Information, then choose Statement/Invoices. Sage 50 displays the Statement/Invoices window.
For statements to print, you must select at least one of the check boxes in the Print Statements for Customer Accounts with section.

To print statements

From the Reports & Forms menu, select Forms, then Customer Statements.
In the Select a Report or Form window, select a statement form from the Forms list and click the Preview and Print button.
Select the starting and ending customer, type mask, and statement date, and balance-forward or open-item format.

When you print statements, you can choose from two different types:

Balance Forward: These statements consolidate a customer's unpaid balance from month to month. The total balance from the previous statement is shown as a Balance Forward amount at the top of the statement, and any new invoices or receipts appear beneath it.

Open Item: Sage 50 lists each outstanding invoice that still has a balance due. These statements do not consolidate open invoices on the next statement. Therefore, no previous balance will appear.
After you have made your choices, select Print/Email.
In the Print dialog, Sage 50 displays the default printer. If you want to print to another printer, use the drop-down arrow in the Name field to select a different one. Otherwise, select OK to begin printing the statements.

When the statements finish printing, you will see a message box that asks if they printed properly. When you answer Yes, Sage 50 records the statement date in the customer record, to be used as the balance-forward date the next time you print statements.

Tip: If you want a statement that lists activity prior to the last statement print date, print a balance-forward statement with a statement date in the past. Select a date as far back as the detail needed (for example, three months prior). After the statement prints, select Yes to update the customer record. This records the new customer statement date as being in the past. Next, print a balance-forward statement using a current date. All the customer history for the past three months will appear.

Note: On printed statements, the following abbreviations are used:

CM = credit memo
INV = invoice
PO = purchase order
SO = sales order

For example, the Description column on the statement might list INV# 03015.

Print Monthly Statements for Customers

To print statements

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