How to generate a customer profile statement

September 12, 2020 19:18

How To

How do I generate a statement of outstanding balances or an activity statement on a customer profile?

Follow these steps

To generate a customer activity statement for a specific date range, or a statement of outstanding balances on a customer profile as at a specific date, follow these steps.

Select Customer > List.
Select View Customer.
Select Actions and choose the type of statement.
Select the statement template and enter the As at date or the Start and End dates (depending on your statement selection). Select Submit.