3. Double-click Customer Statements from the list of reports.
4. You can run the report for a range of account codes, or individually
selected customers, or include selection criteria to search for a specific
group of accounts. To include a range, type the first and last accounts to
be included in the From Account and To Account fields. To apply
selection criteria, enter the account range e.g. Beginning to End then click
the Advanced Selection button. In the popup window, click the Search
radio button, the search window will open. Enter your search then return
the results. Click herefor instructions on using the account search facility.
5. Choose how you want to order the statement using the Sort Statements
By options. If you select Rep Code, Area Code or Mailshot Code you
will be prompted for the range you want to include in the report. Make
your selections from the drop-down menus.
6. Tick the check-box to Include Zero Balance Accounts? if you want to
produce a statement for them.
7. Tick the check-box to Include Completed Transactions? if you want the
statement to include items from the current period that are no longer
outstanding.
8. Tick the Consolidate Statements? check-box to include statements for
accounts that have a consolidated statement. This option is set in the Accountancy tab in Customer Details.
9. Enter the Statement Date. This date will print on the statements.
10. Choose whether to print the statements in account Name or account Code order.
11. You can enter an Information Line that will appear on all statements
produced in this print run.
12. Click Ok.
13. Choose where you want to Send Output To. (more info)