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Version 6 Published 18 May 2020  Bp Allied Support is available Monday to Friday, 9am to 5pm AEST
Email: alliedsupport@bpsoftware.net  Click Remote Support from within Bp Allied for assistance  
Phone:  For support in Australia, call 1300 401 111 and select option 3 for Bp Allied. Next, select option 1 for Support or Option 3 for Training. For support in New Zealand call 0800 401 111 and select option 3 for Bp Allied.  Next, select option 1 for Support or Option 3 for Training

Create a Statement

A Statement of Account can be created for any client. There are three options: a full history of the account, details over a date range and details for a specified month.
 
Statements can now be customised by the Bp Allied Support Team. The Location Address that is used on the Statement is selected in System > Options > Invoices.
 

To create a Statement

Open the Invoices module
Find the correct client in the Bill to field
Click on Statement
 
The Statement Selection window will display
Create a Statement
 
Select one of the following options:
1

Full History option

1. Full History option
This includes all invoice and payment transactions for the selected party
OR
2

Date Range... option

2. Date Range... option
Choose a date range for the Statement to cover
OR
3

Month/Year... option

Choose the Month and Year for the Statement to cover
4

OK button

4. OK button
Click OK
 
The result will be similar to that shown below. It can then be printed or saved and emailed using the options in the Preview window.