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Customer Statement
Customer Statement - The customer statement can be used whenever you want to send a listing of all outstanding invoices to a customer. The loads MUST BE INVOICED and the invoices exported to Income & Expenses (Accounts Receivable) before they will print on the statement. When you print & export the invoices to A/R's the program will mark the load as invoiced on the Billing page - see below:
The customer statement is based on the invoice having an outstanding balance so be sure to run the A/R report first to be sure that the invoices you want to include show as outstanding and that you do not have other outstanding invoices that you do not want included.
Next you will get the Customer selection box -
Enter the customer you want to print the report for and the dates for the report and click VIEW REPORT -
and the program will print the statement. The statement prints the basic load information from the invoice on the statement sheet along with the balance due.
