Print Customer's Accounts Receivable Statement

Print Customer's Accounts Receivable Statement

Notes on A/R Statements:

  • A/R statements are formatted for window envelopes if you wish to print and mail your statements.
  • You can print statements for all customers with balances, or choose to print a statement for a specific customer.
  • Statements can be printed with invoice details or in summary view.
  • At this time direct emailing of statements is not supported, but with Chrome's "Save as PDF" printer option, it's simply to create a pdf version and attach to an email from your email client (ie Outlook or Gmail).

To Print a Accounts Receivable (aka A/R or Balance) Statement

  • Go to Office > Contacts > Process A/R Statements.


  • Select to print for all customers with balances, or a specific customer.
    • If a specific customer, search for the customer record.
  • Click Process Statements
  • If emailing for a specific customer, click "Change" on the left side of the print preview page then choose Save as PDF as your "printer."

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