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:
- Go to customer setup, select the customer.
- Select Settings > Account Settings > Other/Web.
- Then in ‘statements sent by’ select ‘post’ or ‘not set’ from the drop down menu. These two options will allow you to print statements.
- Save the changes you have made.
Now printing statements has been setup:
- Go to Sales Ledger > Document Communication Centre.
- Select the statements tab.
- Select ‘Paper Statements’, this will show all statements that are set up to be printed.
- Select the statements you want to print or ‘select all’.
- Click the green tick icon, this will allow you to print your statements.