Print or Email a Client Statement

The Client Statement is an effective tool for communicating with Clients regarding amounts owed, including currently open items and historical items that have been paid in full.

1. Open the Clients window.

Navigate to Sales ➤ Clients (or Sales ➤ Sales Master).

Open the Clients window.

2. Determine the Clients to send AR Statements to.

Once you have your selection of Clients to send AR Statements to, either:

  1. Click the Printer Icon to Print the Statement (or generate a PDF) OR
  2. Open the Action Menu and select Email Client Statement to send the statement via email.

3. Print the Client Statements.

Select your Client Statement from the list of Available Reports and click the Print button.

3.1. Enter the Statement Specifications.

Statement Specifications

  • Age By: Aging can be calculated either by Invoice Date or by Due Date.
  • Report As Of: By default this will be the current date.
    • Enter any date in your history to produce a historical aging Statement.
    • The statement will be accurate as of the date indicated. Any transactions after the As Of date will not be included on the Statement.
  • Show historical items paid in full: Displays closed as well as open items on the Statement.
  • Only Clients check to receive Statements: Only Clients who have the Send Statement box checked on their Client record will receive a Statement.
  • Printed Message: You can enter a message into this area that will appear on the Statements.
Enter the Statement Specifications.

3.2. An example of a printed Client Statement.

An example of a printed Client Statement.

4. Email Client Statements.

Confirm that Statements will be emailed to the selected list of Clients (as long as they have an email address entered on their Client record).

Email Client Statements.

4.1. Enter the Statement Specifications.

Statement Specifications

  • Age By: Aging can be calculated either by Invoice Date or by Due Date.
  • Report As Of: By default this will be the current date.
    • Enter any date in your history to produce a historical aging Statement.
    • The statement will be accurate as of the date indicated. Any transactions after the As Of date will not be included on the Statement.
  • Printed Message: You can enter a message into this area that will appear on the Statements.
Enter the Statement Specifications.

4.2. Successfully sent statements to clients.

This dialog will appear when the Client AR Statements have been emailed.

Successfully sent statements to clients.

4.3. An example of an emailed Client Statement.

An example of an emailed Client Statement.