PRINT CUSTOMER STATEMENT
Use the Print Customer Statement screen to print customer statements, which are activity reports that you can distribute to your individual customers. This allows you to inform your customers of the detailed activity on their accounts for a given period of time.
Summary information on year-to-date invoices, year-to-date payments, and balances for both before and after the selected time period are also printed.
If a customer account has been placed on Hold status, this information can be displayed on the statement.
The statements are designed so that they can be folded in thirds and inserted into a standard window envelope.
Print a customer statement whenever you want to send account activity statements to your customers, or whenever you want a printed copy of a customer's account activity.
These statements are not part of the system audit trail and need not be retained. However, you may want to retain reference copies of statements that were mailed to customers.
Report print options provide you with the ability to:
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Print a range of customer statements.
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Print statements for a date range for any period of time.
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Print one customer to a page and sort by either customer account or name.
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Print the On Hold status on the statements.
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Suppress a statement if it contains no current activity.
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Print statements with invoices only for customers whose invoices are over a specified number of days old.
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Display any remit-to address.
Location
Identification
Use the fields in this block to create a new parameter ID or to retrieve
a previously saved parameter ID. A parameter ID represents a set of screen
selection parameters. After you have saved a parameter ID and its related
parameters, you can retrieve them using Query.
You can use the retrieved parameters to produce reports and run processes
more efficiently and with greater consistency. The saved parameters are
also useful and necessary when you want to run the process as part of
a batch job. Many users save a unique set of parameters for each different
way they run a report or process. When you select a previously saved parameter
ID or parameter description, the associated saved screen selection parameters
automatically display as selection defaults. The page setup and print
options are also included in the saved parameter ID if there are any.
You can change any of the associated selection defaults as necessary.
Parameter ID
Enter, or click 
to select, a parameter
ID of up to 15 alphanumeric characters. Choose characters for your parameter
ID that help identify the type of selections you made in the screen, such
as PERIOD or QUARTERLY.
When you save your record, all the selections made in the screen are
stored with the parameter ID. Later, you can retrieve the parameter using
Query.
You can use the parameter to run the process more efficiently because
you can select the parameter ID with its previously defined screen selections.
After the default selections display in the screen, you can override the
defaults.
Description
Enter, or click to select, a parameter
description of up to 30 alphanumeric characters.
Selection Ranges
Customer
(Customer) Option
From the drop-down list, select the type of range to determine which customers will be included in the report. The options are:
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All — Select this option to include all customer accounts on the report. The Start and End fields are disabled for this option.
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One — Select this option to include only one customer account on the report. Enter the customer account in the Start field. The End field is disabled for this option.
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Range — Select this option to include a contiguous range of customer accounts on the report. Enter the beginning customer account in the Start field, and enter the ending customer account in the End field.
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From Beginning — Select this option to include a range that starts from the beginning of all available customer accounts and ends with the customer account that you enter in the End field. The Start field is disabled for this option.
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To End — Select this option to include a range that starts with the customer account that you enter in the Start field and ends with the last customer account of all available customer accounts. The End field is disabled for this option.
Start
Enter, or click 
to select, the starting customer to include in the report. If you select All or From Beginning in the (Customer) Option field, the Start field is unavailable. If you are sorting by account, your entry in the Start field is validated against data in the Manage Customers screen.
End
Enter, or click to select, the ending customer to include in the report. If you select All, One, or To End in the (Customer) Option field, the End field is unavailable. The account that you enter in this field is validated against data on the Manage Customers screen.
Date
Start
Enter, or click 
to select, the starting date of the report. This date is displayed at the top of the report and serves as the beginning date for the activity report.
End
Enter, or click to select, the ending date of the report. This date is displayed at the top of the report and serves as the ending date for the activity report.
Options
Print
Show The 'On Hold' Status
Select this check box to print records for those customers who are on hold. You see the phrase "Status: ON HOLD" in the header of the report. The Hold option on the Manage Customers screen must also be selected for this option to work.
Suppress Statements if No Current Activity
If you select this check box, any customer statement that have no current period activity (either invoices or payments) will not print.
If this check box is clear and there is no current period activity, the statement will print, but it will show only the before and after year-to-date invoices, year-to-date payments, and balances.
Include Finance Charge Information
Select this check box to include finance charges on your outstanding invoices.
Print Statements with Invoices_Over days old
Select this check box to print statements only for customers with invoices over a specified number of days old. You must enter the number of days before you can print a statement.
Sort By
1st Sort
From the drop-down list, select whether you want to sort the statements by customer account or customer name.
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Customer Account — This is the default selection. When you select this option, the statements print one-to-a-page, and they are sorted by the customer account ID.
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Customer Name — When you select this option, the statements print one-to-a-page, and they are sorted by the long name set up on the Manage Customers screen.
The address code that has been designated as the D (default) in the Bill Code field on the Manage Customers screen is the address shown on the statement. If no address code has been designated as the default, no address prints.
Generate
Remit To
Enter, or click to select, a valid remittance address as found on the Manage Remittance Addresses screen in Costpoint Billing. This prints on the header of the report.