Customer Statement Fields

The Customer Statement module provides a comprehensive overview of a selected customer's balance summary, detailing key information like Billing method, Receivable Total, Deposit Total, Net Total, and Credit Limit, among others. Users can utilize search options to filter statements based on required dates.

Header Level Options

At the header level, users can perform various functions including Email Statements and Print Statements.

Options: This feature enables users to email the customer statement of a specific customer.

Advanced Search: The Advanced Search function allows users to conduct detailed searches by specifying criteria such as Column Name, Operator, and Value, facilitating precise and customized searches.

Print Statements: This allows users to print the customer statements

Header Level Fields

Statement Date: Enables searching for the statement on a specific date.

Statement Period: Allows searching for the statement within a specific period.

Search: Facilitates searching for the statement of a specific customer.

Context Menu (Right Click) Options

Open: This options takes you to Customer module where you can modify Customer details and save the data which will reflect in the Customer Statement module.

View Transactions: This allows you to access to the Journal View of the transactions related to the selected Customer(s).

Delete: This allows you to delete the selected Customer(s).

Header Level Icons

Refresh: This allows you to refresh the search results as per the newly defined criteria.

Save: This functionality lets users preserve updated UI settings for personalized and consistent experiences during future interactions with the module.

Advanced Search: Offers sophisticated search capabilities, allowing users to refine searches with precise criteria.

Columns: Provides customizable criteria for users to further refine their searches.

Download: Allows exporting and downloading data in various formats such as CSV, TXT, MS Word, MS Excel, PDF, and MS Excel (.xlsx), catering to diverse user preferences and needs.