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Customer Account Statement (6 Months)


FPayab
Sidekick (Partner)
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  • Sidekick (Partner)
  • 77 replies

We have a Customer Account Statement which runs at the end of each month to send a PDF customer statement, is there a way to include the account details for last 6 months in this customer account statement.

Best answer by Jude Jayasinghe

The ‘Customer statement of Account’ lists the customer's situation as of selected end date. i.e. as of today, end of last month, end of last year, etc. Similar to the Customer Open Item Report and it is not transactions but the ‘open items’ that appear in these reports .

So there is no period range selection when ordering these reports.

If you want to list the ‘transactions’ during a selected period range then you can use the 'Customer Transaction Report' instead.

Hope I understood your question correctly.

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2 replies

Jude Jayasinghe
Do Gooder (Former Employee)
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  • Do Gooder (Former Employee)
  • 2 replies
  • Answer
  • April 17, 2020

The ‘Customer statement of Account’ lists the customer's situation as of selected end date. i.e. as of today, end of last month, end of last year, etc. Similar to the Customer Open Item Report and it is not transactions but the ‘open items’ that appear in these reports .

So there is no period range selection when ordering these reports.

If you want to list the ‘transactions’ during a selected period range then you can use the 'Customer Transaction Report' instead.

Hope I understood your question correctly.


FPayab
Sidekick (Partner)
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  • Author
  • Sidekick (Partner)
  • 77 replies
  • April 17, 2020

Thanks Jude. So this means that the Statement of Account report is the list of open items (receivables) from the start to the mentioned date.


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