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Statements

To print and email statements

Open: Sales Ledger > Reports > Credit Control > Statements.

  1. Select Statements to printer and email.
  2. Select the Retrospective checkbox if you want to print statements as at a specified date.

    Enter the retrospective date in the Base Date for Ageing box on the report criteria. All transactions that are outstanding, according to their Allocation Date, appear on the statement.

  3. Click Run. Use the report criteria to specify the customers that you want to send statements to.
  4. Click OK.

To print statements only

Open: Reports > Credit Control > Statements.

  1. Choose All statements to printer.
  2. Select the Retrospective checkbox if you want to print statements as at a specified date.

    Enter the retrospective date in the Base Date for Ageing box on the report criteria. All transactions that are outstanding, according to their Allocation Date, appear on the statement.

  3. Click Run.
  4. Use the report criteria to specify the customers you want to send statements to.
  5. Click OK.

    All statements for the selected customers are sent to the printer, or spooler depending on the default printer settings in Sage 200. This includes statements for customers where you have chosen to use email statements on the customer's account.


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