An AR Statement Letter contains details about an invoice including the invoice number, amount paid, finance charges (aka "late fees" - visit the Customer Back Office Setup - Billing Setup article for details), and the remaining balance due. You can generate a statement letter for all of the customers available to a user by just clicking the View Aging Report button, or specific customers and branches can be selected using the AR Selected Customer grid.
To use the AR Selected Customer grid:
- Select either Customer or Branch.
- Enter the name of the customer or branch in the Customer Name field. Customers or branches matching the entered value will populate below the field.
- Select each entity individually, or click the All check box located to the right of the Customer and Branch options.
- Click the Statement Letter button to open a Statement Letter for the selected entities.