Activity Statements Report

Overview

The Reports > Invoices > Activity Statements report shows the invoices sent and payments received within a specified period.

In order to send a statement to a Customer, they will need to have a contact set up in Users > Customers > select the customer >Billing Groups > Accounts Receivable.

Data can be viewed by calendar month or as a custom date range, with the default view showing data for the last full calendar month.

The Invoices Sent in Period section of the report will consolidate all sent invoices for a Customer into one report line. Invoice summaries can be viewed in more detail by expanding the report line.

You can send a statement to a customer from within the report. To do this:

1. Tick the checkbox to select the Customer.

2. Set your preferences from the Send Method drop-down.

3. Click Send Statements > Send Statements.

You can send selected invoices for a Customer by expanding the report lie and ticking the required invoices only.

On-screen Columns

The on-screen view of the Activity Statements report is split into the Report Summary, Invoices Sent in Period, and Payments Received in Period.

The Report Summary includes the following information:

• Statements
• Statement Type
• Customers
• Activity Summary
• Period
• Invoices
• Invoices Total
• Payments
• Payments Total
• Current Balances
• Outstanding Invoices
• Total Outstanding
• Total Overdue

The Invoices Sent in Period section includes the following data:

• Customer
• Invoices
• Contact
• Issue Date
• Due Date
• Currency
• Total
• Outstanding
• Status

The Payments Received in Period section includes the following data:

• Customer
• Payments
• Contact
• Payment Date
• Currency
• Payment Total
• Related Invoice
• Outstanding Balance

Export Options

There are no exports for this report.