Report Customer Statement

←Back to list of reports This report displays a statement for one or more customers showing all unpaid sales orders, payments made, and balances remaining. The Modify Report button allows the following report filters to be customized:

OPTIONAL TAB

• Add Net Days To - This option modifies which date is used when the Due Date Includes Net Days option is enabled. Options include Creation Date, Date Scheduled, Date Issued, and Date Completed.
• Apply Date Filter To - Choose the date for the date range to look at: Date Completed, Date Issued, Date Paid, or Date Scheduled.
• Customer - Choose a specific customer to run the report for. Leave this field blank to run for all customers.
• Closed Short - Choose to show/hide this type of order by checking/unchecking this checkbox.
• Fulfilled - Choose to show/hide this type of order by checking/unchecking this checkbox.
• In Progress - Choose to show/hide this type of order by checking/unchecking this checkbox.
• Issued - Choose to show/hide this type of order by checking/unchecking this checkbox.
• Show Customers With 0 Balance - Choose to show/hide customers that have a zero balance by checking/unchecking this checkbox.
• Due Date Includes Net Days - This option will add the Net Days from the payment terms to the Date Due column on the report. To modify which date is used with this option, see the Add Net Days To option listed above.
• Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
• Show Payment Terms - Choose to show/hide the payment terms that were selected on the order by checking/unchecking this checkbox.

PRINTER TAB - Allows a default printer to be specified for the report in each location group.