Overview
The Print Statement feature in the AR Aging screen allows you to generate an individual customer's Accounts Receivable statement on demand. In addition to printing the statement itself, you can choose to include the invoices associated with that statement, all current open invoices, and an Accounts Receivable Aging report.
This feature is useful when a customer wants to understand:
Their current balance.
Which invoices make up the balance.
Their account status.
Any outstanding invoices that may not have appeared on their last statement.
Access the AR Aging Screen
Navigate to Accounts Receivable.
Open AR Aging.
Search for and select the customer.
The customer's current AR information, including outstanding invoices and balances, will be displayed.
Review the Customer's Account
Before printing a statement, review the customer's account information.
You can view details such as:
Current Balance Due
Invoice Number(s)
Original Order Number
Payment Terms
Outstanding Invoice Amount(s)
For example, if a customer asks, "What do I owe?", you can quickly verify the balance. If they then ask, "What do I owe it for?", printing a statement provides the supporting documentation.
Print a Customer Statement
To generate a statement:
Select the Print icon.
Choose Statement.
A list of available customer statements will appear.
Each statement includes information such as:
Statement Date
Due Date
Previous Statement Balance
Current Balance Due
Whether invoice details are available
Select the statement you want to print.
Choose Print Options
After selecting the statement, you can choose which additional documents to include.
Include Statement Invoices
Select Print Statement Invoices to include only the invoices associated with the selected statement.
This option provides customers with the invoices that were included when the statement was originally generated.
Note: If a statement contains only finance charges or interest and no new invoices, invoice details may not be available.
Include All Open Invoices
Select Print All Open Invoices to include every currently outstanding invoice, even if those invoices were created after the selected statement.
This option is useful when:
Additional invoices have been created since the last statement.
You want to provide the customer with the most up-to-date picture of their account.
You want to explain why the customer's current balance differs from the balance shown on the statement.
Include the AR Aging Report
You can also include the customer's current AR Aging report.
The Aging report reflects the customer's account status at the time the report is generated and includes:
Current balances
Past due balances
Aging buckets
Overall account status
Including the Aging report helps customers understand their current receivable balance, even if additional activity has occurred since the statement date.
Email or Print the Statement
Before generating the documents, you can choose how to deliver them.
Select Print to generate paper copies.
Select Email to send the statement electronically.
If the customer has an email address stored in their account, it will automatically populate the email recipient field. You can review or update the address before sending.
Understand the Printed Documents
Depending on the options selected, the print package may include:
The customer statement
Statement invoices
All current open invoices
The current AR Aging report
Because multiple documents may be generated, printing may take a few moments.
Why an Invoice May Print More Than Once
You may notice the same invoice appears more than once in the print package.
This is expected behavior when:
Print Statement Invoices is selected, and
Print All Open Invoices is also selected.
If an invoice is both:
Part of the selected statement, and
Still an open invoice,
it will appear in both sections.
This does not indicate duplicate invoices—it simply reflects that the invoice belongs to both document groups.
When to Use Each Print Option
Option | Best Used When |
Statement Only | Customer wants a copy of a previous statement. |
Statement + Statement Invoices | Customer wants to see the invoices included with the statement. |
Statement + Open Invoices | Additional invoices have been created since the statement date. |
Statement + AR Aging | Customer wants to review their current account status and outstanding balances. |
Statement + All Options | Customer needs a complete picture of their account, including historical statement information and current activity. |
Best Practices
Review the customer's account before selecting a statement.
Include Statement Invoices when customers request supporting documentation for charges.
Include Open Invoices when recent activity has occurred after the statement date.
Include the AR Aging report when discussing current balances, payment status, or credit limits.
Email statements whenever possible for faster customer delivery and record retention.
Summary
The Print Statement feature in the AR Aging screen provides a convenient way to generate an individual customer's statement and supporting documents.
Using this feature, you can:
Print historical customer statements.
Include invoices associated with the statement.
Include all current open invoices.
Include the customer's current AR Aging report.
Email or print the complete statement package.
This functionality makes it easy to provide customers with a comprehensive view of their Accounts Receivable balance while helping explain both historical and current account activity.