Individual Reports - Periodic Customer Statement
The Periodic Customer Statement report is included in the following Standard products:
- Standard Accounts (Sales Ledger module)
- Standard Contracts
- Standard Invoicing
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The Periodic Customer Statement contains information about the current balance for each Customer showing open (unpaid) Invoices, paid Invoices and Receipts. You can therefore use it to produce a full Sales Ledger transaction history for a specified Customer and period.
When printed to screen, the Periodic Customer Statement has the Drill-down feature common to many reports in Standard products. Click on any Invoice or Receipt Number to open an individual Invoice or Receipt record.
- Period
- Paste Special
Reporting Periods setting
- Enter the report period. The first row of the Reporting Periods setting is used as the default.
- Customer
- Paste Special
Customers in Contact register
Range Reporting Alpha
- If necessary, enter here the Customer Number of the Customer (or range of Customers) you wish to include in the report.
- Category
- Paste Special
Customer Categories setting
- If you want to restrict the report to Customers belonging to a particular Category, specify that Category here.
- Customers with Balance Only
- Check this box to exclude Customers with no current balance.
- Function
- Specify here the level of detail required in the report.
- Overview
- This option produces a single line summary of each Customer's credit situation.
- Detailed
- This option shows each Sales Ledger transaction in the selected period, including Invoices and Receipts.
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