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Customer Statement Types
By default, the statement type is entered from the selection in System | Company Setup | Accounts Receivable 1. It can be changed at the time of running statements to run statements only for customers with a particular statement type. Typically, the same statement type is used for all customers, but a different statement type can be specified for a particular customer in AR | Customer File | Settings.
All Statements
This prints all statements based upon each customer's statement type selected in AR | Customer File | Settings. This is the most commonly used statement type setting.
This prints statements only for customers with the Open Invoice statement type selected. Selecting Open Invoice Detail automatically checks the Print Open Invoice Detail checkbox.
This can also be set in AR | Customer File | Settings by checking Include Invoice Detail.
The selection of printing or including Invoice Detail generates a list of all invoices on the statement, including all items on the invoice and the invoice totals.
This prints statements only for customers with the Balance Forward statement type selected.
This statement reports all invoices with open balances, open credits, and payments made since the last statement. The balance forward amount is the ending balance of the previous statement.
This prints statements only for customers with the Detailed Balance Forward statement type selected.
This statement provides the same data as the Balance Forward statement, but it also generates a list of all invoices on the statement, including all items on the invoice and the invoice totals.
This processes statements only for customers with Email Statement checked in the customer file.
The statement type selected in the customer file is emailed to the email addresses specified in AR | Customer File | Main and AR | Customer File |Contacts.
