Statement Type

Select a statement type -- Invoice or Activity:

Invoice statements include all open invoices with payments, if any, and their corresponding balances. Quotes and orders never appear on an invoice statement.

Activity statements include all sales invoices, payments and orders with a customer deposit for a specific period of time; a running balance is included. Quotes never appear on an activity statement.

Statement Date

This field appears only if you select Invoice as the Statement Type. Enter the date you want to use as the statement date, which is the basis for aging your transactions.

Select the space bar if you'd like to enter a date using AccountEdge's Calendar (day selection) window.

From: __ to:

These fields appear only if you select Activity as the Statement Type. Enter the date range of the Sales Journal transactions you want to include on the statement.

Select the space bar if you'd like to enter a date using AccountEdge's Calendar (day selection) window.

Print __ Statements per Customer

If you want to print multiple copies of the statements you've selected in this window, enter the number of copies you want to print in this field.

Please note that if your operating system Print dialog box allows you to specify the number of copies you want to print, you generally should enter 1 here. If you specify the number of copies you want using AccountEdge and in the Print dialog box, you may end up with many more copies of the form than you'd planned.

Advanced Filters button

You can further widen or narrow the list of statements and customize your form using Advanced Filters; click the Advanced Filters button to open the Advanced Filters window - Print/Email Statements.

Use the selections in the window to choose a statement type -- invoice or activity (See Statement Type field description). Other options include: choose one customer or All Customers, choose customers using Identifiers and Custom Lists, include customers with zero balances and add finance charges to the amount due on the statement.

If you want to customize the form you want to print, click the Customize button in the Advanced Filters window.

Checkmark (Print) column

This column is used to designate which statements you wish to print. All statements with a mark displayed in the Print column are marked to be printed; if you don't want to print a specific statement, click the mark to remove it. If you wish to print a specific statement and a mark doesn't appear in the Print column, click the column to add it. Click the gray box at the top of this column to mark all the statements in the list. Click again to clear all marks from the Print column.

Customer/Balance columns

The list displays summary information about all statements you selected in the Print Statements window, including the customer name and current balance. If you wish to display the Card Information window to view or change detailed information about a customer, click the zoom arrow next to the customer's name.

Print button

Click this button when you're satisfied with the statements you've selected to print. When you click this button, the Print dialog box for your computer will appear; click OK to print the statements.

Cancel button

Click this button to close this window without saving any changes you made.