Selecting statement printing options

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When printing statements, use the Options dialog to further refine the set of statements to be printed, based on client balances and/or invoice dates during the statement activity date range.

To access the Options dialog and adjust the applicable printing options, follow these steps.

  1. Choose File > Print Invoices & Statements and click the Statements tab.
  2. Click the Options button.
  3. Mark one or more of the Print statements for Clients with checkboxes:
    • Mark the Debit balances checkbox to print statements for clients that have a debit balance. You can further specify which statements to print by entering a dollar amount in the Greater than field and/or number of days in the Older than field.
    • Mark the Credit balances checkbox to print statements for clients that have a credit balance.
    • Mark the Zero balances with current activity checkbox to print statements for clients with a zero balance within the specified activity date range.
  4. If you want to omit clients with invoices in the specified activity date range, mark the Exclude: Clients with invoices in the activity range checkbox.

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