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.
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Customer Account Statement (6 Months)
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.
+2The ‘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.
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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