Bjohnson: Created page with "===General Information=== '''Default Menu Locator:''' Reports >> Accounts Receivable >> Customer Statements '''Screen Name:''' Customerstatements '''Function:''' The Custom..."

2022-07-26T21:49:47Z

Created page with "===General Information=== '''Default Menu Locator:''' Reports >> Accounts Receivable >> Customer Statements '''Screen Name:''' Customerstatements '''Function:''' The Custom..."

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===General Information===

'''Default Menu Locator:''' Reports >> Accounts Receivable >> Customer Statements

'''Screen Name:''' Customerstatements

'''Function:''' The Customer Statements screen is used to generates AR statements for specific customers, or all customers.

[[File:CustomerStatements.PNG]]

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===Report Filter===

'''Custno:''' Enter the customer number that you want the report to filter to.

'''Company:''' Enter the company name that you want the report to filter to.

'''Project ID:''' Enter the project id that you want the report to filter to.

'''Include Paid:''' Include paid customer invoices.

'''Exclude Credits:''' Exclude customer open credits.

'''Exclude Deposits:''' Exclude customer deposits.

'''Exclude POS Payments:''' Exclude point of sale payments.

'''Show All Payments:''' Check this to see all payments made.

'''Show Recent Payments:''' Check this to show payments made within the last 30 days.

'''Age From:''' Choose the option required for how the report will be generated, either aged from Due Date or Invoice Date.

'''Show Agings/Detail Agings:''' Check one of these options to display the required depth of the report generated.

'''Only x Days after Invoice Date:''' Exclude customers that do not have an invoice older than this number of days.

''Both invoices will print if a cusotmer has an invoice older and newer than this number of days.''

'''Auto Process Options:''' Choose from All, Email, Fax, or Print.

'''Warehouse:''' Filter by only 1 warehouse or Select All.

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===Standard Report Fields (Header)===

'''Bill To:''' Enter the Customer's name and address

* company
* address1
* alltrim(city)+", "+alltrim(state)+" "+zipcode

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===Standard Report Fields (Line Items)===

'''Invoice Date:''' The date Invoice was generated

* ttod(invdate)

'''Invoice Number:''' The reference number for the generated invoice

* alltrim(invno)

'''Reference:''' The purpose of the charges for the generated invoice

* Tmplookup.notes

'''Invoice Amount:''' The amount for each services rendered

* totamt

'''Balance:''' The total amount for the services rendered for the invoice

* balance

[[Category: Accounts Receivable]]

Customer Statements - Revision history

Bjohnson: Created page with "===General Information=== '''Default Menu Locator:''' Reports >> Accounts Receivable >> Customer Statements '''Screen Name:''' Customerstatements '''Function:''' The Custom..."