Accessed from the Sales Ledger Menu.
Customer statements are the means of informing customers of any outstanding invoices they may have and when they are or were due for payment.
Customer statements can be output by printer, email or if available fax. Within Customer Maintenance the output preference can be set along with the relevant email address or fax number. Once set this output medium will always be taken until the "Ignore Customer Print Setting" is selected.
Statement production can be run for all customers or broken down by Credit Controller, Division or by Customer Number range.
The Minimum Balance option allows the entry of a figure where any customers with a total balance outstanding below this figure will be ignored from the statement run.
The Memo Lines will output on all statements produced during the run.
Once the run parameters have been entered and OK has been selected, a print option must be selected. This will be the output medium for any customers without pre-defined setting.
During the run if MAIL is selected but no email address is available the screen will prompt for this addition. Otherwise the run will complete without further interference.