Filter customer statements by statement date

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New Features > New form and report options > Filter customer statements by statement date

Filter customer statements by statement date

You can now prepare customer statements that include only invoices and transactions recorded up to a specified statement date. Previously, customer statements included all transactions recorded up to the current system date by default, regardless of the statement period specified.

To filter a customer statement by statement date

1

Go to the Sales command center and click Print/Email Statements. The Review Statements Before Delivery window appears.

2

Select the Only include invoices up to Statement Date option.

Note that this option can also be selected in the Advanced Filters window.

3

Enter a date in the Statement Date field.

4

Select the customers you want to send statements to and click Print (or Send Email).

For more information about preparing customer statements, see Send customer statements.

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