Review Statements Before Delivery window—To be Printed view

The To be Printed view of the Review Statements Before Delivery window enables you to select the customers for whom you want to print statements.

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, click Advanced Filters and then select the Include Itemized Payment Details for Each Invoice option.

■	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.

Print __ Statements per Customer

If you want to print multiple copies of the statements you select in this window, enter the number of copies you want to print in this field.

Advanced Filters

If you want to narrow the list of customers for whom statements will be sent, or to customize your statement forms, click Advanced Filters.

Select (to Print) column

Click in this column next to each customer for whom you want to print a statement. If you want to print statements for all customers in the list, click the icon at the top of this column.

Customer/Balance columns

The list displays information about the customers for whom you can print statements, including their current outstanding balance.

Print

If you want to print statements for the selected customers, click Print.

Cancel

If you don’t want to print statements, click Cancel.

Tips for this window

Related Topics

■	Sending forms

■	Customizing forms

■	Send customer statements