Print customer Statements from Sage 2009
From the Customers window, choose the customers required, then click Statement.
The Customer Statements window appears
Note: The New, Edit and Delete buttons are used to work with the Statement files themselves.
2. From the Statements list displayed, choose the statement layout with the combination of options you require.
3. Choose the type of output you require from the drop-down list.
4. To continue with the Statement printing, click Generate Report. The Criteria window appears for you to enter your date range. All aged balance transactions are aged to the End Date.
5. In the From and To boxes, enter the date range required. All customer transactions falling on or within these dates are included in the Statements.
6. Select the Excl. Later Payments check box if you want to exclude any future sales receipts and sales payments on account from your statement. This gives you the flexibility to run retrospective statements – that is to include or exclude invoices, depending on the payment date.
7. Click OK to continue.
The selected customer statements will begin printing.
The following statement options are available:
| 11″ or A4 11″ statement layouts are designed for use with dot matrix printers.
A4 statement layouts are designed for use with laser printers.. |
Individual or Grouped If you select a statement including the Individual option, each transaction appears on a separate line in your statement.
If you select a statement including the Grouped option, transactions which were entered as a group, appear as a group transaction on a single line. For example, you could group Sales Invoices (SI), Sales Receipts (SR), Payments on Account (SA), Credit Notes (SC) and Discounts (SD).
|
| 2 Part or Tear Off Two Part statement layouts print your statement on the top sheet and your remittance on the carbon sheet below.
Tear off statement layouts print your statement and remittance side by side on a sheet. |
O/S Only or All Choose a statement layout including the O/S Only option to show only outstanding transactions on your statements.
Choose a layout including the All option to show all transactions on your statements.
|
