Report File Name

The file that defines the statement document. You can design Statements using Statement Designer.

Set a default report file name from Navigator > Setup >Company > Reporting > Document Defaults.

Click Open In Designer to open the selected file in the AR Statement Designer.

Customer - From / To

Select one or a range of customers to print statements for.

Customer Group

Select a customer group to print statements for.

Period

Select a period to print statements for.

Statement Date

The statement date is passed to the report writer and can (and usually is) printed on statements.

Include Nil Balances

Selected, Statements will be printed for customers who have had Period Activity but have a Nil Balance owing.

Include Credit Balances

Selected, Credit balances will be included in the statement.

Exclude Email Customers

Selected, Statements for customers with an email address in the Statements field on the Contacts tab will not be printed.