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AR Statements |
  
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AR Statements |
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You may print Accounts Receivable Statements for your customers monthly or any time on-demand.
The type or layout of the statement and contents of an AR Statement is controlled through System Setup: Accounts Receivable Setup
Two Types of Statements
| • | Transaction-Based Statement - an AR Statement will print details of active invoice charges and payment |
| • | Balance Forward Statement - an AR Statement will print details of invoice charges and payment for the current time period. The previous period will be reflected only as a balance forward amount. |
Periodic Printing of Statements
It is important that this process be done MONTHLY before printing statements.
1) go to Accounting: Accounts: AR Statements
2) click on Close Monthly Statements [F9]
On-Demand Printing of Statements
| • | Find the customer in the customer list, |
| • | Choose AR Detail |
| • | Choose Print Statement [F7] |
You will be prompted according to settings in System Setup: Accounts Receivable.
You may be asked if you want to print an Interim statement. An interim statement will ignore the cutoff date and print all open transactions up to current moment.
