Printing Statments
The form is designed so that you can produce a printed Statement of your customer's purchases, credits, and payments for a monthly period.

Customers MUST have the 'Send Statements and Information' option setting in Customers - 'Customer Maintenance'  (Charge Account Tab) - as shown below - checked to appear in this list.

Manual Picture

Choose Customers - Account Statements from the Main Menu.
This will open the 'Run Statements' form.

Manual Picture
  • The Period can be defined by you but it defaults to the current calendar month.
  • When the statement runs it updates the BBF (Balance Brought Forward) figures in the customer file (displayed in the Customer Maintenance routine).
    You have a total of 3 BBF figures in your customer file, representing the last three statement periods.
  • A Customer Account Summary report (Customers - Reports Menu Option)  is available which shows A/R Open totals. (The combined money people owe you.)
  • The 'Use All Business Types' option is a filter. 
    If you click on the box next to it, your customer records can be filtered by Business Type prior to running statements.
First Make a customer selection (or choose any customer record if you wish to print all Statements)
Choose a period date for the beginning period of the statements. 
The default is the begininning of the current month, but any date can be used.
Click on the date line to see a pop up calendar that allows you to specify a date.

 

Manual Picture
  • An additional option is provided by checking the 'Finance Charges' Tab Option.
  • This will calculate finance charges for any balances outstanding over 15, 30, 45 or 60 days as chosen from the top options.
  • The charges are added to the Statement as an additional Invoice record.
  • A report of the charges added is available from this form.
  • Using the 'Clear Charges' button will remove the additional Invoices from the Customer's record for that period.

If you wish to do a run for all customers, check the 'Print All Accounts ...' box

  • Set the printer for the Statements to print to, if more than one is available on your system. 
    Blank 8.5 x 11 paper only need be used.  Click on the 'Setup Printer' Button and follow the options.
  Printing Statements
  • If the 'All Accounts Listed' option is chosen ALL statements are spooled to the printer specified in Setup without a preview option.
  • If the option is unchecked then only the selected customer's account is printed.
Manual Picture

  • Click the 'Print Statements' button to complete the process of generating a printed statement.

 
Manual Picture
The Statments show:

  • Last Balance
  • Credits
  • Charges
  • Payments
  • New Balance
  • Sales Invoice Numbers, Dates and Amounts.
  • Run Date of the Statement
  • Total page count
  • Your Business Address, Phone and email
  • Customer address details.
  • Purchase Order Details.
  • 'Due by' date. (= End Date + Days in Customer Terms)
  • Comment Typed into the 'All Statements Comment' field on the Statement Form. 
They are designed to mail in a standard 'window' type envelope. 
The top margins may have to be set on your page through the printer preferences for the addresses to line up properly with your envelope. 
Print any one Statement as a test before doing a large run if required. 
Related Reports available from the Customers - Reports Form:
  • On Hold Report - Gives a list of all customers that have been placed on credit hold in the Customer Maintenance routine.  These customers are unable to charge at the POS Lanes.
  • Account Summary - Shows all account activity information and A/R totals for the specified period.
  • Invoice Summary - Shows All Invoices for a customer,