You can define which customer accounts you want to print statements for and whether you want to print your company’s name and address on invoices and statements.
- To set up print options for customer statements and invoices, select Maintain > Default Information > Statement/Invoices, and click the Statement Print Options tab.
Activity and Balance Print Options
Whenever you print statements, you can print a range of customers. However, you may not want statements for customers with zero balances, credit balances, balances under a certain amount, or invoices barely overdue. Select any of the activity and balance print options. Each one is independent of the others. For example, you can select Balances at least and enter an amount. But if you also select Any activity, statements could be printed for customers with a zero balance if there was any activity in the account. The options do not affect each other.
Print statements for accounts with:
- Select Any activity since the last statement was printed if you want to print statements for customers with any activity since the last customer statement was printed.
- Select Balances at least... and then enter the balance amount if you want any customer whose balance due is that amount or greater to receive a statement.
- Select At least one invoice... days past due and then enter a number in x days past due (if you want any customer who has an unpaid invoice that is overdue by that number of days or more to receive a statement).
Note: If you do not select any of the above options and select Never for the Negative and Zero Balance options below, no statements will ever print, despite the customer range selected in reports.
The following print options describe zero and negative balance conditions.
- Negative balances: This determines whether customer accounts that have a negative or credit balance will receive statements. Choose Always, Only when the above options apply, or Never.
- Zero balances: This determines whether customer accounts that have a zero balance will receive statements. Choose Always, Only when the above options apply, or Never.
Set Default Statement Type to:
- Select Balance Forward if you want your statements to display consolidated unpaid balances from month to month as the default statement type. The total balance from the previous statement displays at the top of the statement as a Balance Forward amount, and any new invoices or receipts appear below the Balance Forward amount.
- Select Open Item if you want your statements to display each outstanding invoice that still has a balance due as the default statement type. These statements do not consolidate open invoices on the next statement; therefore, no previous balance will appear.
Company Print Option
Print your company name, address, phone, and fax on invoices and statements: If you use invoice and statement forms with your company’s name and address already printed on them and you run out of forms, you can choose this option. Sage 50 will print this information on plain-paper versions of invoice and statement forms. When you receive a new supply of forms, you can change the option back.