Generate Statements is an accounting function used to produce customer account statements based on outstanding balances and transaction activity up to a selected cutoff date. This feature helps finance teams review customer account status, communicate balances due, and distribute statements through print or email delivery. Proper use of Generate Statements supports accurate accounts receivable management and customer billing communications.
The Generate Statements window allows users to:
- Select a Statement Cutoff Date
- Select a statement report
- Open existing records
- Preview customer statements
- Print statements
- Email statements to customers
1. On the left side panel, click on Finance & Accounting
2. Select Accounting Tools
3.Choose Accounting Generate Statements Window
4. Open an existing record by clicking on the pen icon, you can also print reports in this section
Click on the customer line for which you wish to view the report and then click [Preview].
The report will open in a new window, and you can review it.
At the very bottom right of the window, you can process the selected customer’s report by clicking [Print] or [Email].
