View and Print a Customer Statement Report

Owned by Megan Smith (Unlicensed)
Last updated: Aug 05, 2014 by Glen Thonis (Unlicensed)
1 min read

Guide to Viewing & Printing Customer Statement Reports

  • To quickly view a Business Partner account balance, open a Business Partner Master Record and drill into their account balance. 
  • To generate an Account Statement, follow the steps below.

If you wish to print a paper statement here is the method to follow:

  • Run a Customer Receivables Aging report by navigating to Business Partners -> Business Partner Reports -> Aging -> Customer Receivables Aging. 
  • When the Selection Criteria Window opens, select the criteria for which Business Partners you wish to pull the report for. 
  • When the report opens, click the print icon. When the Print Options Box opens, select the Customer Statement Report and click ok.