In this guide, we show How to Create a Customer Statement in the Finance Module.
Access: The minimum permissions required to Create a Customer Statement are found in the Finance Module section Config > Setup > Roles & Permissions.
This Guide forms part of the ACCOUNTS RECEIVABLE USER GUIDE. Click on the link to see Related Guides.
To begin, go to Modules > Finance > Finance Home Page > Accounts Receivable > Statements.
Select the relevant Customer(s) and select Create Statement(s).
Clicking Reprint Statement(s) gives a number of options.
Click Print to generate a PDF Statement that is sent to the Browser’s Downloads Folder, or click Dispatch to print or email according to the email Statement settings on the Customer Page.
The Statement can also be Opened or Emailed from the Statements section at the bottom of the Customer Page.
