Monthly Statements

The Monthly Statements report allows you to print Accounts Receivable Statements.

Filters

Complete the following filters as needed:

• Statement Start Date
• End Date: this date range is used to select detail to print on the statement based on the invoice date. The end date is displayed on the statement as the Statement Date.
• Include Statements with Zero Balances?
• Include Statements with Negative Balances?
• Include Zero Balance Invoices on Statements?

Note: A zero-balance invoice is an invoice that never becomes an open invoice. It has both positive and negative detail lines that equal zero, or detail lines that contain no amounts. Examples include a scholarship the church is giving to a person for a seminar they are sponsoring, or an item with a certain monetary value given as part of a purchase at the bookstore.

• Due Date for the statements
• Bill To's
• Revenue Centers
• Sources
• Divisions: there is a filter for each division you have set up in Preferences.

Options

Complete the following options as needed:

• Statement Design: select from the drop-down list. This determines what prints on your statements and how they are laid out. You can create and modify statement designs in Modify Statement Design (More Information).
• Report Options:
  • Print One Statement Per Customer
  • Include Invoice Distributions and Payments: includes items, item descriptions, item amounts, and all payments for the invoice.
  • Email Statements?: select this check box to send an email statement to each customer that has a valid email address and a phone number. The last four digits of the phone number is the security code used to open the attached PDF statement.
    • Send Statements without PDF Security?
    • Send Email to All Addresses on File?
    • Email Message
    • Include Customer Name On Invoice Description
  • Sort By:
    • Bill To
    • Bill To Postal Code
    • Customer: the customer options are only available if you are choosing to Print One Statement Per Customer. You can also enter a Message to appear on the statement.
    • Customer Postal Code
  • Memo Text

Report

1. Click Run Report to generate a preview of the report. Refer to the Report Preview help page for more information. Click Clear Preferences to reset all report preferences to their default values if needed.
2. Click Close Report to return to the dashboard.

Updated May 21, 2026 20:59