Periodic Customer Statement
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 FirstOffice's Drill-down feature. Click on any Invoice or Receipt Number to open an individual Invoice or Receipt record.
- Customer
- Paste Special
Customers in Customer 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 of a particular Category, specify that Category here.
- Period
- Paste Special
Reporting Periods setting
- Enter the report period. The first row of the Reporting Periods setting is used as the default.
- 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.
