Customer Statements provide a robust and flexible means to provide accurate statements that include a balance forward, current balance, transaction summary, amount due,  payment aging data, and payment terms.  They can also be used in conjunction with storage and other recurring billing items to produce periodic statements to customers instead of just providing invoices.

 

Figure 9: Storage items appearing on a customer statement

 

To provide statements that reflect a monthly storage run, for example, then create statements using the procedure described in Generating Customer Statements and then make sure that the following fields are set accordingly:

•      Set Run By to Invoice Date

•      Set Summarize To the ending date of the prior billing run (beginning balance will summarize to this date)

•      Set Cut Off Date to the ending date of the current billing run (all transactions will be included up through this date)

Set other fields depending on your preferences.  Of  note is the Show Invoice Details options.  Turning this option on will include all specifics of the charge that would be printed on the invoice otherwise.  This is particularly useful if you choose to send out customer statements in lieu of invoices for recurring billed items.

 

Figure 10: Sample settings for a monthly statement run