Customer Statements

The Customer Statements show outstanding invoices and current balances. This report is designed to provide a statement of account for your customers.

Statement Date
The date to use for displaying outstanding invoices. Invoices before this date that have an outstanding balance will be included.

Base Statements On
Determines whether the report uses the due date or the invoice date to determine age.

Beginning Cust ID
The customer ID of the first customer that you want printed on the statements.

Ending Cust ID
The customer ID of the last customer that you want printed on the statements.

Include Notes from invoice
Check this option if you want the Notes from the invoice entry to be printed on the statement.

Include JIB Balances
Owners with JIB balances will be included on the report if this option is marked.