Customer Entry Statement Print Report overview

You can print a statement multiple times within a month. Only the last statement balance and prior statement balance are updated on Customer Inquiry records.

You can also fax statements directly to a customer. Specify a valid fax device and the customer's fax number on the Information page in the Customer Entry Statement Print Report. The fax device must be set up in SA Printer Setup.

Statements are automatically printed for all customers who accept them. Some customers pay based on the invoices received and do not require a statement. The Statement Type field in Customer Setup-General determines whether a statement prints. Even though a customer might not require statements, you can print them for special circumstances.

You can print statements in standard or non-standard formats. Select the print format in SA Administrator Options-Customers-Statements. You also can print the headings on your statements or suppress them. If you have custom, preprinted forms, uncheck the Print Headings option. If you suppress the heading, the remit to name and address still prints.

In SA Administrator Options-Customers-Statements, you can also specify a minimum balance amount that is required before the statement is printed. If the customer's balance is less than the amount tha is specified, a statement is not printed.

C.O.D. balances do not print on the statement. Even though you might have selected the Include COD’s in Total Balance option in SA Administrator Options-Customers-Balances, C.O.D. balances are not included in the total due for statement purposes.

Sales orders with the Our Records Only Invoice option selected in Sales Order Entry are not included on the statement if they are closed by the statement date.