Create a Statement

A Statement of Account can be created for any client, with three options:

  • a full history of the account
  • details over a date range
  • details for a specified month.

Statements can be customised by the Bp Allied Support Team. The Location Address used on the Statement is selected inSystem > Options > Invoices.

  1. Open the Invoices module.
  2. Find the correct client in the Bill to field.
  3. Click on Statement. The Statement Selection window will appear.

    4. This includes all invoice and payment transactions for the selected party.

  4. Choose a Date Rangeor a Month/Year... for the Statement to cover. Choose the start and end date or month.
  5. Click OK.

    6. The result will be similar to that shown below. Statements can be printed or saved and emailed using the options in the Preview window.