Creating a Monthly Statement

It's not unusual to have some customers who don't pay their bills on time. If you have customers like this, you probably want to send them a reminder that they owe you money. The monthly statement lists outstanding invoices and also provides you with an opportunity to assess a finance charge.

Select Create Statements from the Customers menu.

TIMESAVER

Clicking the Statements icon on the Home page also opens the Create Statements dialog.

Indicate the date that will appear on the statement.

Choose dates in the Statement Period From fields, or choose All Open Transactions As of Statement Date to create a statement for all outstanding invoices.

If you choose to prepare statements for all outstanding invoices, check this box to limit the statements to invoices more than a designated number of days overdue.

Select the customers who will receive statements. If you select any option other than All Customers, you can then select the specific customers who will receive statements.

See Also

See "Invoice Dates" on page 112 for more information on coordinating the invoice date and due date with monthly statements.

Did You Know?

You can't save statement options. If you make selections in the statement dialog box and then click Close rather than printing or emailing your statements, the choices you made are not saved.

Select a template to use for the statements from the Template drop-down list.

Choose between creating one statement per customer or one statement per job.

Check Show Invoice Item Details on Statements to provide detailed information from the invoice(s) on the statement.

Check options under the Do Not Create Statements heading to customize the selection of which customers receive statements.

Click Print or E-mail.