Customer Statement Report

Reports Central: Accounting --> Invoice

Prints customer statements for a given range of invoice transaction dates. This report may be run from an individual or organization profile using the "customer statement" link.

Report Parameters

Selected report parameter information displays below the title of the report.

Parameter Name	Required	Description
Begin Date	Optional	Choose the specified begin date you want to run this report on from the date text box.
End Date	Optional	Choose the specified end date you want to run this report on from the date text box.
remit payment to	Optional	Choose the specified remittance address you want displayed for this report from the drop-down list. Note: For more information on how to populate this drop-down list, see client.
Include Proforma	Required	Choose whether or not (Yes/No) to include proforma invoices in this report from the drop-down list.
Suppress Zero Dollar Items	Optional	When checked, invoices with a balance of $0 are suppressed.
Summary/Detail	Required	Summary mode suppresses the details within an invoice, such as the products purchased.
Include Closed Invoices?	Required	Choose whether or not (Yes/No) to include closed invoices in this report from the drop-down list.
Arrange by Sell to or Bill to Customer	Optional	Choose whether to arrange the report results by Sell to, Bill to, or Either (both) from the drop-down list.

Report Fields

This report can produce output in a browser window (HTML) or PDF containing the following information:

Column Name	Description
Invoice No.	Lists the invoice number.
Invoice Date	Lists the invoice date.
Invoice Terms	Lists the invoice terms.
PO Number	Lists the purchase order number associated with the invoice.
Unit Price (Details)	Lists the product unit price on the invoice.
Quantity (Details)	Lists the product quantity on the invoice.
Amount	Lists the total amount for the invoice.
Payment	Lists the total amount of payments made towards the invoice.
Balance Due	Lists the total amount of the balance due towards the invoice.
Total Balance Due	Lists the total amount of the balance due for the report.
Credits	Lists any credits available.