Click Go to run the report.This report prints statements for your clients with outstanding receivables by Client Id.
For each Client, the following information is printed for each outstanding invoice:
Invoice Id Invoice Date Date Due
Aging Intervals: 0-30 31-60 61-90 Over 90 Retainage Days Past Due
An account summary is provided for each Client.
Report Options:
The Report Options selector pane controls how the statements will be output. Click Report Options to learn more.
Range:
Enter a unique, alphanumeric name to save and identify your customized statement range. Ranges are defined by the contents of the Id field(s).
Hint: You can create user-defined report ranges that are available to all users with access to that report. To do so, the first character of the named range should be an asterisk. Named ranges beginning with an asterisk will appear on all users' report ranges options so that they can be selected (but not altered) by any user with access to that report. Only the user that created the report range is allowed to alter it.
Statement Date
Enter the Statement Date: press the Spacebar to enter today's date, or double-click on this field to access the Calendar viewer to enter the date.
Client Id:
If you only wish to print statements for a specific Client, enter the Client Id. Statements for several Clients may be listed by entering their Id's separated by commas (Acme,Megahome,Zorro). A range of Clients can be defined by the first and last items of the range separated by an underscore (Megahome_Zorro).
Job Id:
If Jobs are implemented on your system, you can run statements for a specific Job by entering its Id. Several Jobs can be specified by entering their Id's separated by commas (1005,1007,1020). A range of Jobs can be defined by the first and last items of the range separated by an underscore (1010_1015).
Invoice Id:
You can list the receivables for a specific Invoice by entering its Id. Several Invoices can be specified by entering their Id's separated by commas (1005,1007,1020). A range of Invoices can be defined by the first and last items of the range separated by an underscore (1010_1015).
Lines:
This informational field displays the number of lines per page for this report under the current font setting.
Multiple Fields
You can optionally enter Id's in more than one field. By default, an item will appear on the statement only if it fits all the criteria set in the Id fields.
Example: Assume the first ID field is for Clients, and the second is for Invoices. Let's suppose you set these fields as follows:
databasics0001_databasics9999
1004_1020
A statement prints only if its Client ID is within the range databasics0001 to databasics9999 and if the invoice number is between 1004 and 1020.
Power-User Reporting Tip:
You may also use the comparison operators >,<, = and ! in your report ranges to control the information output to your report. Click Comparison Operators for details.
Click Go to run the report.