Advanced Filters window—Print/Email Statements

This window enables you to filter your list of customers using additional criteria. You can also choose the template you want to use for your statements and customize it.

Field Descriptions

Statement Type

Select a statement type:

■	Invoice statements include all open invoices and their corresponding balances. Quotes and orders never appear on invoice statements.

If you want to list payments, discounts and credits on invoice statements, select the Show Itemized Payment Details for Each Invoice option in this window.

■	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 activity statements.

Statement Date

This field appears only if you select Invoice as the statement type. Enter the date you want to use as the statement date, which will be the basis for aging your transactions. Transactions dated after this date are not included on the statement.

Only include invoices up to Statement Date

Select this option if you want the customer statements to show only invoices and payments recorded up to and including the statement date.

From: __ to:

These fields appear only if you select Activity as the statement type. Enter the date range of the transactions you want to include on the statement.

Select Customers

■	All Customers. Select this option if you want to print or email statements for several customers.

■	Selected. Select this option if you want to print or email a statement for one customer. Select the customer in the adjacent field.

Identifiers

If you want to restrict the list of customers to those who have been assigned specific identifier codes, enter the codes in this field. Only customers who have been assigned all the identifiers you enter will be selected.

Custom Lists # 1, # 2 and # 3

If you want to restrict the list of customers to those who have been assigned specific custom list entries, make the relevant selections in these fields.

Include Customers With Zero Balances

If you want to print or email statements for customers whose balance for the specified period is zero, select this option.

Add Finance Charges to Amount Due (No A/R Transaction)

If you want to include a finance charge in the total amount due on statements, select this option. The finance charge amount will be printed separately on the statement and included in the total amount due.

If you don’t want to include a finance charge in the total amount due on statements, but still want the finance charge to print on the statement, do not select this option.

Show Itemized Payment Details for Each Invoice

This option only appears if you have selected Invoice in the Statement Type field. If you want to list payments and credits on an invoice statement, select this option.

Selected Form for Statements

Select the form template you want to use for the statements you will print or email. You can choose one of the following standard form layouts or any of the custom form layouts you may have created:

■	Pre-Printed Statement: Select this template if you want to print statements on paper that already has lines and rectangles drawn on it. Only the statement information will be printed. This template is not suitable for statements that will be emailed.

■	Plain Paper Statement: Select this template if you want to print statements on paper that does not have lines preprinted on it. When you print the statements, lines will be printed with the statement information.

Print Alignment Form

If you want to check how your statements will print, click Print Alignment Form to print a statement with sample data.

Customize

If you want to edit the form template showing in the Selected Form for Statements field, click Customize.

Cancel

If you don’t want to apply the filters selected in this window, click Cancel.

OK

If you want to apply the filters selected in this window, click OK.

Tips for this window

Related Topics

■	Sending forms

■	Customizing forms

■	Send customer statements