To print a customer statement

The Forms Selection - Print Statements window should be displayed. (To find the Forms Selection - Print Statements window)

The Forms Selection -- Print Statements window should be displayed

1. Choose to print either invoice statements or activity statements.

Invoice statements include only open invoices. Activity statements include all invoices and any orders for which a deposit has been made.

2. If you want to print statements for a select group of customers, use the Identifiers, Custom Lists and Include Customers with Zero Balances fields to choose the range of customers you want.
3. To add finance charges for past due amounts, mark the Add Finance Charges to Amount Due option. A finance charge based on the percentage you specified for each customer in the Card Information window will be added to each applicable statement.
4. In the Selected Form for Statement field, choose the statement layout you want to use for these statements. (Choosing the form you want to print).
5. Click OK. The Review Statements Before Printing window appears.
6. If you want to print more than one statement for each customer, indicate the number of statements you want.
7. Review the list of customers that appears in the scrolling list. If you don't want to print statements for some of the customers, click the marks next to their names in the Print column to remove the marks. If customers you want to include don't appear in the list, click Cancel and repeat steps 1through 7 again; in step 2, be sure to choose a broader range of customers.
8. Click Print.
9. If a printer dialog box appears, make whatever entries are needed, then click OK or Print to begin the printing process.