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:

Full History option

This includes all invoice and payment transactions for the selected party

OR

Date Range... option

Choose a date range for the Statement to cover

OR

Month/Year... option

Choose the Month and Year for the Statement to cover

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.