Debtor statements

Debtor statements

Statements are sent out to the Debtors once a month if set to 30 days, every fortnight if set to 14 days or once a week if set to 7 days. This shows the Debtors what invoices/credit notes are outstanding and also what payments have gone against their account.

Click on Accounting | Debtor Ledger | Debtor Statements

• Select the date to appear on the Statements
• Select the Statement Type – Portrait or Landscape
• Non Zero will only print Statements with outstanding amounts
• Select the relevant Ageing cycle to only print Statements for a particular cycle or select All to print
• Statements for all outstanding Debtors.
• Select the relevant Ageing periods to only print Debtors that have old outstanding invoices OR select All
• Balances to print all outstanding balances.
• Account Type is on Both
• Select the Agency only if running a Multi Agency
• Select Class if Debtors have been set up with a rating
• The Starting and Ending Debtor default. This will print statements for all the Debtors based on the above selection. If only one statement is required select the Starting and Ending Debtor to be the same.
• Click on Start to run the Statements