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:

1. Go to Transactions > Customers > Generate Statements.

   You can also go to Transaction > Customers > Individual Statements and continue with the following steps.

2. Enter a date in the Statement Date field.

3. Check the box associated with the customer to which you want to send a statement.

4. 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.

5. 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

General Notices