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Statements (OPEN)
Statement: Export to PDF, EXCEL or as a CSV file. Click on HTML to open in a new browser window.
Statements will display OPEN Statements by default (See figure 1). To see all Statements click on Show Closed | Show All. (See figure 2)
Figure 1. Statements (OPEN)
Statements (CLOSED)
Statement: Export to PDF, EXCEL or as a CSV file. Click on HTML to open in a new browser window.
Statements which are shadowed are closed statements, they have been paid in full and have a zero balance. OPEN Statements show in black text and with a balance.
Figure 2. Statements (All)
Individual Statements
Each statement in list contains the bookings that are associated with the statement. All bookings that have not been associated to specific statement will be listed under "Non-Statemented Invoices". To see the individual bookings and to make payments to the statement, click on the statement and it will expand and display a summary of the bookings with the balance due. Here you can print the statement or enter payments. See AR Payments
Each Statement can be opened as HTML, EXCEL, CSV or printed to PDF.