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Invoices Help
Generate Statements for a Group of Customers
Use the Report Viewer window to generate account statements for a group of customers.
To generate statements for a group of customers
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In the Invoices window, do one of the following:
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To generate statements for all customers, from the View menu, click All Customers. In the Navigation pane, click All Customers.
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To generate statements for customers that your organization invoices monthly, from the View menu, click Monthly Customers. In the Navigation pane, click All Monthly Customers.
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To generate statements for customers that your organization invoices weekly, from the View menu, click Weekly Customers. In the Navigation pane, click All Weekly Customers.
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To generate statements for customers that your organization invoices on demand, from the View menu, click On Demand Customers. In the Navigation pane, click All On Demand Customers.
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To generate statements for customers in the default customer group, from the View menu, click Default Group. In the Navigation pane, click Default Group.
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To generate statements for customers in a specific customer group, from the View menu, click the group name. In the Navigation pane, click the group name.
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From the Action menu, click Generate Statements.
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Do one of the following:
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To preview the statement before printing it, click Preview. The account statements appear in the Report Viewer window. A tab appears in the window for each customer statement.
For more information about using the Report Viewer window, see Report Viewer.
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To print the statements without previewing them first, click Print. The account statements are output to your default printer.