Generating Statements

Go to Customers > Accounts Receivable > Generate Statements.

In the Statement Date field, accept or enter the date you want to appear on your statements.

(Optional) Enter a start date for your statements.

This is the date of the oldest transaction you want to appear on the statement.

If you do not enter a start date, the Balance Forward does not appear and all transactions in the customer's history appear on the statement.

(Optional) To filter the customer list, from the Restrict By Group list, select a customer group.

(Optional) Check the Include Zero Balances box to generate statements for customer accounts that meet these requirements:

• have a zero balance as of the statement date

• have accounts receivable transaction activity between the statement date and the start date

(Optional) If you want to include only open transactions, check the Show Only Open Transactions box.

If you choose to show only open transactions and do not include a start date, the statement includes all open transactions in your customer's history.

If you only show open transactions, the Charge and Payment columns on the statement will show the total transaction amount and will not reflect any payments made toward the invoice. The Balance column shows the remaining balance on each transaction.

The Statements in Queue field shows the number of statements that enter the print queue when you submit this page.

(Optional) If you want the printed statements to show the consolidated balance information for customer-subcustomer hierarchies, check the Consolidated Statement box. Clear this box if you want to show the individual balance for each customer.

For more information, see Consolidated Payments.

(Optional) Select the form you want to use to generate statements.

You can select the standard form, select a custom form, or let the system decide. For information about creating your own custom forms in NetSuite, see Custom Forms.

Choose customers to receive statements. You can click the box at the top to select all customers in the list. Click the box again to clear the box for all customers.

Click Customize to customize the list to filter the customers listed or to add or remove columns.

Generate the statements:

• Click Print to print the statements.

• From the Actions list, select Email to email the statements.

  To email the statements, each customer must have an email address entered in the Email field of the Email | Phone | Address section on their Customer record.

• From the Actions list, click Fax to fax the statements.

  Note

  To fax statements, an administrator must first set up fax service at Setup > Company > Setup Tasks > Company Information > Fax. Each customer must also have a fax number entered on their Customer record.

Go to Customers > Accounts Receivable > Generate Statements.

On the Print Statements page, click Customize.

To see additional columns in the customer list, click the Additional Columns subtab, then check the Include box beside the desired fields.

To see additional filters, click the Additional Filters subtab, then check the Include box beside the desired fields.

Click Save.

The additional columns you selected appear to the right of the standard (default) columns.

The additional filters you selected appear in the Filters area of the Print Statements page. When no filters are selected, this area remains hidden.