Customer Statements (Forms)

The Print/Email tab lets you select the criteria you want to use to print the form.

Refresh List: Select this button to refresh the selection grid. You must select this button after opening the filter screen or making any changes to the filter selections to see the correct information in the grid.

Selection Grid: This grid shows all of the customers that meet the filter selection criteria. Select the customers that you want to print statements for from the grid. All of the customers are selected by default. You can manually select and deselect the customers in the grid. You can also use the All and None links above the grid to select all of the customers or deselect all of the customers in the grid. You can change the sorting of the customers in the grid by clicking on the heading of the column that you want to use to sort the customers.

Statement Type: Select the type of statement that you want to print. This selection determines how the open items are shown on the form. On balance-forward statements, only the balances are shown for open items that appeared on previous statements. On open item statements, the detail is shown for all open items.

Balance-forward: This statement type consolidates a customer's unpaid balance from month to month. The total balance from the previous statement is shown as a balance-forward amount and any new invoices or receipts appear beneath it.

Open Item: This statement type lists each outstanding invoice that still has a balance due. These statements do not consolidate open invoices from the last statement. Therefore, no previous balance will appear.

Include items through/from: You can select to include items from the last statement date through a date of your choosing on the statement. If you have selected the Open Item statement type, you can choose to include all open items through a particular date. You can also choose to include items from a particular date range that you specify or a standard date range such as This Quarter. Choose Range from the Include Items drop list if you want to enter a specific date range or you can select a standard date range from the Include Items drop list. After making your Include Items selection, enter the through date or the from and to dates if necessary.

Print Detail for: You can choose to print detail information for sales and credit memos, receipts, or both. Selecting this option will cause the line item details for sales and credit memos, receipts, or both to appear on the statement.

Use this form: Select the form you want to print.

Customize this form: Select this link if you want to customize the selected form. The form will open in the Forms Design window.

Filter customers by: This allows you to further specify the statements that you want to print.

Customer ID: If you want to print statements for a particular customer or range of customers, enter the customer IDs here. If you want to filter for one customer, enter that customer's ID in both ID boxes. Leave this filter selection blank if you do not want to filter by customer ID.

Type: If you want to print statements for a particular customer type or a range of customer types, select Range and then enter the customer types in the From and To boxes. If you want to filter for one type of customer, enter that type in both the From and To boxes. Customer types are specified for each customer on the Maintain Customers window. Select All if you do not want to filter by customer type.

Delivery Method: This filter option allows you to select statements to print based on the customer's form delivery method. You can choose print only, email only, or both print and email. Delivery methods are specified for each customer on the Sales Info tab of the Maintain Customers window.

Active/inactive: You can choose to print statements for active customers only, inactive customers only, or both active and inactive customers. Customers are made inactive by selecting the Inactive checkbox on the Maintain Customers window.