Sales

To print customer statements

The Review Statements Before Delivery window - To be Printed view should be displayed.

  1. Choose to print either invoice statements or activity statements:


    Invoice statements include all open invoices with payments, if any, and their corresponding balances. Quotes never appear on an invoice statement.
    Activity statements include all sales invoices, payments for a specific period of time; a running balance is included. Quotes never appear on an activity statement.
  1. If you want to print more than one statement for each customer, indicate the number of statements you want.


  2. Click Advanced Filters if you want to:


    Click OK when you're finished.
  1. Review the list of customers that appears in the scrolling list.


    If you don't want to print statements for some of the customers, click the marks next to their names in the Print column to remove the marks.
    If customers you want to include don't appear in the list, click Cancel and repeat steps 1 through 3 again; in step 3, be sure to choose a broader range of customers.
  1. Click Print.


  2. If a printer dialog box appears, make whatever entries are needed, then click OK or Print to begin the printing process.


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