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:
Tick the checkbox to select the Customer.
Set your preferences from the Send Method drop-down.
Click Send Statements > Send Statements.
You can send selected invoices for a Customer by expanding the report lie and ticking the required invoices only.
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:
- Statement Type
- Activity Summary
- Invoices Total
- Payments Total
- Current Balances
- Outstanding Invoices
- Total Outstanding
- Total Overdue
The Invoices Sent in Period section includes the following data:
- Issue Date
- Due Date
The Payments Received in Period section includes the following data:
- Payment Date
- Payment Total
- Related Invoice
- Outstanding Balance
There are no exports for this report.