Invoice Groups and Customer Statements
You can create and send customers a statement that includes invoice groups.
To generate a customer statement that includes invoice groups:
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Go to Transactions > Customers > Generate Statements.
You can also go to Transaction > Customers > Individual Statements and continue with the following steps.
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Enter a date in the Statement Date field.
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Check the box associated with the customer to which you want to send a statement.
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From the Form field, select Standard Statement.
Note:The Standard Statement PDF/HTML form includes a list of the invoices that are in the invoice group. You can customize the template to only show one line for the entire invoice group.
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Click Print.
Related Topics
- Invoice Groups Management
- Creating an Invoice Group
- Viewing the Invoice Group Record
- Viewing an Individual Invoice in an Invoice Group
- Adding an Invoice to an Invoice Group
- Removing an Invoice From an Invoice Group
- Grouped Invoices Due Date
- Invoice Groups and Closed Periods
- Accepting Payment for an Invoice Group
- Generating and Printing an Invoice Group PDF
- Invoice Group Reporting and the A/R Aging Report