To Print Customer Statements
1. From the Customers window select the customers required and click Statements.
Note: The New, Edit and Delete buttons are used to work with the Statement files themselves.
2. From the Layout list box, select the statement layout with the combination of options you require.
By default, Sage Line 50 remembers which layout you used the last time you printed your customer statements, and automatically selects this layout for you.
3. Select the type of output you require from the option buttons provided.
4. To continue with the Statement printing, click Run. The Criteria window appears for you to enter your date range. All aged balance transactions are aged to the End Date.
5. In the From and To boxes, enter the date range required. All customer transactions falling on or within these dates are included in the Statements.
6. Select the Exclude Later Payments check box if you want to exclude any future sales receipts and sales payments on account from your statement. This gives you the flexibility to run retrospective statements, i.e. to include or exclude invoices depending on the payment date.
7. Click OK to continue.
The selected customer statements will begin printing.
The following statement options are available:
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