- 10.2. Customers & Receivables Report Category
10.2.5. Customer Statements - 10.2.4. Customer Balance Summary
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10.2.5. Customer Statements
Customer Statements
The Customer Statements report allows you to print a report showing your customers account activity. This report can be sent to your customers so they can see their business activity with your company.
Click on the Customer Statement menu item to open the Report Settings window which allows you to filter your report results.
ReportsCustStatementsOptions.JPG
| Customer Statement Filters | Description |
|---|---|
| What time frame should the report reflect | Select the time frame that you want to report to cover |
| How should the aging be shown | Select the aging schedule that you want the report to be shown in. By default the fields are populated with your aging schedule defined in your Business Cycle Settings. |
| Should the report be filtered by sales rep | You can run the report by sales rep. Any proposals that have the selected sales rep name set on the Project Info tab in the Sales Rep field will be considered in this report. |
| Should the report be filtered to specific customers or vendors | You can select to filter the report by specific customers or vendors. Enter the first few characters of the customer or vendor name and select the entry from the list displayed. |
| Should the report reflect paid or unpaid invoices | You can select to run the report to show paid invoices, unpaid invoices or both. To show both paid and unpaid invoices, leave this field blank. |
| Show Report Details | In Simple View mode, only the proposal number and description will be displayed as well as the invoice number and totals. In Detail View mode, the report will also display any payments (check numbers) and credits that have been applied to invoices. |
| Add this report to your saved reports | You can save your report with the filter options you have selected with this option. The report name you enter will appear in your My Saved Reports menu item under the Reports menu. |
After setting your report filters, click on the Run Report button to generate the report. An example of the Customer Statement report is shown below.
ReportsCustStatementsReport.JPG
Customer Statements reports can be printed or saved to a local disk drive to be mailed or emailed to your customers.
- 10.2.5. Customer Statements
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10.3. Vendors & Payables Category