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This text refers to program version 6.3  

Individual Documents - Periodic Customer Statement

The Periodic Customer Statement document is included in the following Standard products:

• Standard Accounts (Sales Ledger module)
  

• Standard Contracts

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This document prints a record of all sales transactions for each Customer during a specified period. It differs from the Open Invoice Customer Statement in that paid Invoices and Receipts are shown in addition to unpaid Invoices. It therefore prints a full transaction history for the Customer.

Period

Paste Special    Reporting Periods setting, System module

Specify a period to be covered by the statements.

The document will include all Invoices and Receipts for the Customer for the specified period. Transactions from before the period will be summarised in an opening balance figure.

Customer

Paste Special    Customers in Contact register

Range Reporting    Alpha

If necessary, enter here the Contact Number of the Customer (or range of Customers) for whom you wish to print statements.

Category

Paste Special    Customer Categories setting

If you want to print statements for Customers of a particular Category, specify that Category here.

Customers with Balance Only

Check this box to exclude Customers with no current balance.

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In this chapter:

• Introduction
  

• Designing Forms
  

• Styles
  

• Document Definition
  

• List of Individual Documents

Go back to home pages for:

• Standard Accounts manual
  

• Standard Contracts manual

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