Sales

Printing and emailing invoice and activity statements


At the end of your billing periods, you'll probably want to print statements for customers that summarize their activity with your company. MYOB AccountEdge statements contain all the necessary information for customers to quickly review their current billing status. There are two types of statements: invoice and activity.

Invoice statements include all open invoices with payments, if any, and their corresponding balances. Quotes and orders never appear on an invoice statement.

Activity statements include all sales invoices, payments and orders with a customer deposit for a specific period of time; a running balance is included. Quotes never appear on an activity statement.

When you print customer statements, finance charges are calculated. Finance charges can be printed on customer statements. If you wish to include the finance charges in the amount due for the customer, mark the selection Include Finance Charges in Amount Due in the Advanced Filters window. (How AccountEdge calculates finance charges)

You can customize the look of your printed statements.

You can also email your customer statements. (Emailing customer statements)

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