We moved!
Help articles have been migrated to the new Help and Support. You can find help for your products and accounts, discover FAQs, explore training, and contact us!
Use the Statements tab to select the customer statements to print. The statements that are available for selection include those for customers with an outstanding balance for the specified activity range.
Choose File > Print Accounts Receivable Forms and then click the Statements tab.
Fields & buttons
(Required) Select the date to use as the statement date for the printed statements. If you select Current month end date (default), Prior month end date, or Today, you cannot modify the date in the associated date field. If you select Custom, you can enter or select any date.
(Required) Select the date range for which to print the statement activity.
- Month-to-date: includes activity for the month-to-date based on the date selected in the Statement date field. The date range fields display the first day of the month and the date selected in the Statement date field.
- Quarter-to-date: includes activity for the quarter to date based on the date selected in the Statement date field. The date range fields display the first day of the quarter and the date selected in the Statement date field.
- Year-to-date: includes activity for the year to date based on the date selected in the Statement date field. The date range fields display January 1 of the current year and the date selected in the Statement date field.
- Prior year month-to-date: includes activity for the month to date for the prior year based on the date selected in the Statement date field. The date range fields display the first day of the month for the prior year and the date selected in the Statement date field for the prior year.
- Prior year quarter-to-date: includes activity for the quarter to date for the prior year based on the date selected in the Statement date field. The date range fields display the first day of the quarter for the prior year and the date selected in the Statement date field for the prior year.
- Prior year year-to-date: includes activity for the year to date for the prior year based on the date selected in the Statement date field. The date range fields display January 1 of the prior year and the date selected in the Statement date field for the prior year.
- Custom Range: includes activity for the dates you select in the date range fields.
The grid in the Statements tab includes two tiers — client and customer. By default, the tiers are collapsed when you open this screen.