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Client Statements

Purpose

Client Statements can be printed for a single Client or for all Clients. Using the "Client Statements" option in the reports menu group will print statements for every Client with a Balance.

The statements printed will follow the same rules as other documents, for example invoices with regard to formatting and use of letterheads defined in "Your details".

Reports -> Finance -> Clients -> Client Statements

Selection Criteria

None

Information reported

  • Client address
  • Outstanding transactions
  • Amount Prepaid
  • Current (this month) balance
  • 1 Month balance
  • 2 Month balance
  • 3 Months and over balance
  • Sort order

  • Client code
  • Transaction date


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