Statements

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To print/email the statement of account go into the Sales Ledger and select the Statement button at the top of the screen.

 

SL statements

 

The window will display the following:

 

SL statements 1

 

Enter the required date and tick whether or not you want to print or email the statements.

 

If you select email, it will email statements to all customers that are setup to have the statements received by email. If the account is not setup to receive statements by emails then it will be printed.

 

If you want to print a Statement of Account for only one account then you do the following:

 

Go into the required Sales Ledger account through Enquiry. When the account is on screen select Transactions at the top of the screen on the grey bar. On the drop down list select the option for Statement of Account.

 

The statement of account will then display on screen so that you can either print or email it to the customer.