Tutorial 11 - Printing statements
In this lesson we will create pdf statements for customers.
Statements should be printed on a specific day. It can be a different day each month e.g. 25th this month and 26th next month. When the date has been decided on, all statements should be printed on that day. The date is very important because it is used in the statements next month to show the brought forward balance.
The ageing works as follows. First the payments are taken off from the over 90days, then over 60 days, then over 30 days and then from current. Ageing is calculated per month. That means all invoices made this month falls under the current column. Invoices made last month falls under over 30 days and so on.
Statements can be reprinted if a printing mishap has occurred. To be able to do that, the statement date of the previous statement has to be entered manually again. This is because the ageing is applied and written to the database immediately after a statement is printed.
Ok, so let's print a statement
In the Order Desk, select the Print Statements option from the menu
In the dialog, select the statement template to use and click on OK
From here, you can use the help on the screen to help you further