Customer Statement Report

A Customer Sales Statement Report is a report consisting of a consolidated list of all the transactions carried out for a particular customer. It is a good business practice to send regular statements to your customers so they are aware of the amounts still owing on their account. There are two options: Sale Statement Activity – Activity statement will show all activity within the selected date range. If there are invoices still unpaid from before the date range you have selected, these will be summarised as a brought forward balance. Then all the invoices and payments received within the selected period will be listed giving you a total due balance at the end. This is often the preferred method when you are issuing several invoices per month to a customer. Sale Statement Outstanding – This statement will show all invoices with outstanding amounts left on them as of the date you have selected. This option is useful when a customer wants a complete list of all unpaid invoices going all the way to the beginning rather than older period ones been represented just as a brought forward balance. https://support.dearsystems.com/support/solutions/articles/11000013582-customer-sales-statement-reports-outstanding-balances-