How to Print a Customer Statement

Before you print your statements this needs to be set up in customer setup.

To set up the statements:

  1. Go to customer setup, select the customer.
  2. Select Settings > Account Settings > Other/Web.

  1. Then in ‘statements sent by’ select ‘post’ or ‘not set’ from the drop down menu. These two options will allow you to print statements.
  2. Save the changes you have made.

Now printing statements has been setup:

  1. Go to Sales Ledger > Document Communication Centre.
  2. Select the statements tab.
  3. Select ‘Paper Statements’, this will show all statements that are set up to be printed.

  1. Select the statements you want to print or ‘select all’.
  2. Click the green tick icon, this will allow you to print your statements.