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Printing Debtor Statements

Reports > Debtors Reports > Debtor Statements

Use the Statements window to print statements for one Debtor or all Debtors, for the current period or the last period. The statement contains a summary line for each Debtor, giving totals for the current month and past three months, and a balance. It also contains a detailed list of each transaction that makes up those balances. You can drill to view any Debtor Invoice.

To print debtor statements:

  1. Choose the Statement date.

  2. Choose whether to print a statement or statements for This Period or the Last Period.

  3. You can clickto show more search options

  4. Complete these fields:

    Field

    Description

    Account Selection: From and To Accounts

    The range of accounts on which to filter the search. Use the same account number in both fields to select the statement of a single Debtor.

    Balances: From and To

    The range of balances on which to filter the search. For example, you might decide it's not worth the postage to send out statements with a balance of less than $5.

    Include Accounts with: Zero Balances

    Select this option to include accounts with zero balances.

    Include Accounts with: Credit Balances

    Select this option to include accounts with credit balances.

    Include Accounts with: Inactive Status

    Select this option to include accounts whose Active flag is unticked.

    Include Accounts with: Current Activity regardless of account balance

    Select this option to include accounts with any activity in the current period, regardless of their account balance.

    Age Balance

    You can generate statements for Debtor accounts with an outstanding balance of a particular age — for example, print statements for accounts with outstanding balances for two months.

    Account Group

    Select this option to include accounts for a specific Account Group.

    Custom Filter SQL

    Enter a SQL statement to filter the accounts, using any of the fields in the DR_ACCS table. Select whether to Append the SQL query to the default filter using an AND operation or to Replace the default filter.

    Note: When selecting the Replace option, your custom filter must be preceded with an AND or OR operation.

  5. Click the Search button to refresh the list with your search criteria.

  6. Double click a Debtor account line in the top grid of the window to list the transactions that make up the Debtor's account balance.

  7. Double click a Debtor invoice line in the bottom grid to view the printed invoice.

  8. If you have selected multiple Debtors, click the Print All button. If you are printing a single statement, click the Print One button. To bulk send statements by print and/or email, click Mailshot.