Customer Statements

Create a Historical or Current Statement for a specific Customer by selecting the Customer Statement button. The options available will vary by location.

Select the Type of statement to generate, Current or Historical. Select Current for customer activity for the current month or Historical for a previous month.

If Historical has been selected, use the drop down menu to select a previous Financial Period.

All options are available when creating a Current statement. Look for (H) for the options available for a Historical statement.

  • Balance Forward Detail
  • Merge PDFs by Responsible Location
  • Show Amt Past Due
  • PPD Activity for Only One Month
  • Print Credit Limit (H)
  • Duplex Printing (H)
  • Suppress Company Logo
  • Fertilizer Extended Info
  • Show Invoice Sites (H)
  • Show Stored Grain Balance (H)
  • Export to PDF
  • Show Prepaid Available.
  • Show AR Aging Summary
  • Print Prepaid Statement
  • Pitney Bowes
  • Show Finance Charges
  • Print Fuel Purchase Summary
  • Print Sales Contract Statement

Indicate if a Purchase Summary should be included using the drop down menu. Select

  • None
  • MTD Only
  • YTD Only
  • MTD & YTD

Future Obligation View will include future due invoices in

  • Summary
  • Exploded
  • Exploded for First Month

Use Select Folder to choose the folder the Statement will be saved.

Statement Banners defaults to the banner for monthly statements. If needed, click into the fields and use up to 70 alpha-numeric characters in each field to create a customer specific banner.

Select Preview to view the report onscreen.

Select Print to send the report directly to the default printer.

 

View a sample customer statement here.