Use the Customer Statements screen to create a detailed form of customers' outstanding balances due. You can print or save this form.

Invoices that are created by the release of retainage on contract billing are indicated by an asterisk on the report.

You can control the output of the Customer Statements forms by entering details to one or more of the following criteria fields:

Select Format - If you have modified the format and layout of this form on the Modify Forms screen, click to select the version to be used for this form. If you haven't modified the form, this field doesn't appear.

Report Through Date - Enter the end date for the forms, click to select the date from a Date Picker, or click to enter a Date Formulas. If you want to save the information in the date field when you save the report options, you must use a date formula. This field is required.

Company - Click to select one or more companies for the forms. If no companies are selected, the output includes forms for all companies.

Customer - Click to select one or more customers for the forms. If no customers are selected, the output includes forms for all customers.

• Age Invoices Based Off - Select Invoice Date to base the invoice aging on the invoice date. Select Invoice Due Date to base the invoice aging on invoice due date.

Days for First Aging - Enter the number of days in the first aging period. Invoices that are up to this number of days old are totaled. This field is required.

Days for Second Aging - Enter the number of days in the second aging period. Invoices that are over the days for first aging up to this number of days old are totaled. This field is required.

Days for Third Aging - Enter the number of days in the third aging period. Invoices that are over the days for second aging up to this number of days old are totaled. Invoices that are over this number of days old are also totaled. This field is required.

• Minimum Balance - Enter the minimum outstanding balance for the forms. If a customer's outstanding balance is below this amount, no form will be created for that customer.

• Message - Enter text to print on each form.

  Tip: You can use the Modify Forms screen to modify the format and layout of this form.