|QUESTION:||Receivables: How do I print a balance forward style statement for an Open Item customer?|
To print a balance forward style statement for a customer, perform the following:
1. From the Frameworks hamburger icon select Receivables - Maintenance - Customer Maintenance to display the Customer Maintenance tab.
2. Search and select the customer that you wish to update.
3. Via the 'More Data' tab change the Statement Type via the selector from Open Item to Balance Forward
Below are examples of the format 20 statement print for both Open Item and Balance Forward style statements
Open Item style statement (lists all current transactions regardless of date)
Balance Forward style statement
(This style has a one line summary - Balance Brought Forward - for all outstanding transactions dated in previous months, then lists only those transactions processed in the current period)
IF THIS FAQ DOESN’T RESOLVE YOUR ISSUE:
Contact Sterland Support.