Customer Activity Statement Report

Overview

GoldFinch Customer Activity Statement Report can be used to print all Sales Invoices, Credit Memos, and Payment transactions for a customer account between two posting dates.

How to Print the Customer Activity Statement Report for a Customer Account

Navigate to the Account page. Click on the Customer Activity Statement button.

Update the Start Date and End Date as needed.

How to Send a Customer Activity Statement Report via Email

To email a Customer Activity Statement report, an Electronic Document with the Name Customer Activity Statement must be set up.

Then link the electronic document with the Account using the Electronic Document Setup related list.

Refer to Electronic Document Management for more setup information.

How to Run the Customer Activity Statement Report for All Customer Accounts

To print the Customer Activity Statement Report for selected customers, go to the Accounts list and select the customers. Then, click Customer Activity Statements.