Statement of Accounts

Statement of Account

Statement of Account

A Statement of Account can be printed for any selected client or third-party account. This will show all, or a range of, transactions on the client account, and any outstanding balance. The statement of account is available from the accounts screen and by selecting print >> print statement of account.

The statement layout can be customised to suit your own layout requirements if required from the Layout Designer area in the tools menu. The statement is designed to be printed and sent to the client (or third-party) as a reminder of an overdue account and will include a list of invoices outstanding, and (optionally) will include a list of payments received so far.


Printing, Exporting & Date Range

Statement of account output

A Statement of account can either include all account history, by leaving the date range blank, or can be run for a specific date range by entering the desired dates.


There is the option to print, preview or email the statement of account. The statement can also be exported to either a MS Excel spreadsheet, Text file (tab or comma delimited) or a dBase Database file by clicking int "File" option and selecting your desired output type.

 

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