Note: Customer statements can be prepared using any date the user wishes - this can be a historical or future date. 

To generate the statements go to Sales > Customer Statements:

1. Date: Enter the desired statement date that you require the statements processed to. All transactions up to and including this date will be included in the statement balance.
2. Prepare: Click Prepare to generate the Customer listing and the closing balances for each Customer as at that date.
3. Contact Name: The contact name entered at Add/Amend Customer screen will display on the report and is useful for any follow up required such as Credit Control, Customer query follow ups etc.
4. Telephone Number: The telephone number as at Add/Amend Customer screen will display on the report and is useful for any follow up required such as Credit Control, Customer query follow ups etc.
5. Balance: The total balance owed by the Customer as at the entered balance date is displayed in the balance column by Customer.
6. Aging: The total balance is aged across the 3 months plus older prior to the user entered report date.  This indicates to the age of the debt.

Transaction History

To view the history of transactions making up each individual Customer balance simply double click on the Customer name to view the transactions up to the balance date for that Customer.

 Statements

Click on the "Statement" button to convert the customer listing into the printable statements for sending to the individual Customers.