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Level 1

How do I print out a customer statement that shows the total amount paid for the year 2016?

 
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Best answer 10-15-2018

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Highlighted
Level 3

How do I print out a customer statement that shows the total amount paid for the year 2016?

Hello sgianneschi,

You can run and print the customer transaction statement report. It will show all the activity between the dates you choose. It doesn't have a balance forward amount, but it will show the total amount and the amount received for the period.

To run a transaction statement:

  1. Go to the Customers tab.
  2. Click on the name of the customer.
  3. Click New transaction.
  4. Select Statement.
  5. Click on the drop-down under Statement Type, and choose Transaction Statement.
  6. Select the correct Start Date and End Date.
  7. Click Apply.

Print the statement by clicking Print or Preview at the bottom of the page.

Feel free to reach out if there's anything else that you need.

View solution in original post

2 Comments
Highlighted
Level 3

How do I print out a customer statement that shows the total amount paid for the year 2016?

Hello sgianneschi,

You can run and print the customer transaction statement report. It will show all the activity between the dates you choose. It doesn't have a balance forward amount, but it will show the total amount and the amount received for the period.

To run a transaction statement:

  1. Go to the Customers tab.
  2. Click on the name of the customer.
  3. Click New transaction.
  4. Select Statement.
  5. Click on the drop-down under Statement Type, and choose Transaction Statement.
  6. Select the correct Start Date and End Date.
  7. Click Apply.

Print the statement by clicking Print or Preview at the bottom of the page.

Feel free to reach out if there's anything else that you need.

View solution in original post

Highlighted
Level 2

How do I print out a customer statement that shows the total amount paid for the year 2016?

There is not a "Statement" to click on. It just says "statement charges".  Am I in the correct spot?

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