- Statement
Period: the date range of activity
to include on statements.
- Include
Customers with: check all that
apply.
§
No
Balance – check to include customers that have a zero balance due on the
last day of the Statement Period.
§
Balance
Due - check to include customers that have a balance due (owed to the
organization) on the last day of the Statement Period.
§
Credit
Balance - check to include customers that have a negative balance due (the
organization owes them money) on the last day of the Statement Period. E.g. customers can have a credit balance
because of returned items.
- Contact ID: used to print a statement for a specific
customer.
- Company ID: used to print a statement for a specific
customer.
- Email
Statement? Set to Yes to create and email statement
to customers.
- click search to create statements
for all customers that match your search criteria.
