Issuing statements

Statements may be printed at any time for debtors with or without outstanding balances.  Statements are available in two formats, date range & outstanding invoice.

If the Activity Statement style is chosen, select the date range for the printed statement.

Outstanding Invoice style will itemise all open Invoices showing the balance outstanding, regardless of the date of the invoice.

Your Bank Details can be printed on the Statements provided they have been previously recorded in the Dealership card Banking details.

Print the Statement for posting, or email it direct to the customer.

Note that the description printed on the Statement is the Sale Journal description.  This field is not 'line item' specific, and as such no details of the individual line items that comprise the Invoice can be displayed, such as vehicle description etc.  If more relevant description is required on the statement, edit the Sales Invoice and change the text shown in the Description field in the header portion of the screen, i.e. the field above the column headings for the line items.  As Sale Invoices can have multiple line items it is not possible to 'automatically' record specific vehicle details into the General Ledger, as more than one vehicle can be involved.