A company may wish to view statements for a single customer instead of running statements for multiple customers. You can run statements for an individual customer by creating one statement for the whole customer, or by creating a statement for each bill to address on the customer. Follow the steps below to run the statement for an individual bill to address.
- Open Customer
- Right-click Aging – Click on Age Customer
- Go to Bill To > Highlight the Bill To and right-click on Print Statement
- Next select:
- Paper Tab
- Print Form Text (labels)
- Print Borders and Lines
- Paper Tab
- Format Tab
- Click Show Open Credits
- Click Show Late Fees
- Click Show Site Totals
- Click the OK Button – Make sure Printer is selected and Standard Form (S01) or the one the customer uses – the different forms will show the data differently so depending on how the customer wants to see the data will depend on which form is used.
- The Statement shows the Net Due – All the invoices outstanding along with the date description, Amount, and Balance Due – Also shows the different past due balances and the amount of credits on the account as of that date.
