Copy Customer Statements

Access this form using Activities>Accounts Receivable>Customer Statements> Copy.

Use this form to copy all parameters (from the Setup and Filter tabs) from an existing statement to a new statement. The system creates a new statement with the same settings as the original statement.

 

Copy From Statement Name: Enter an existing statement name to copy, or select one from the drop-down list.

Copy To Statement Name: Enter a unique statement name for the new statement. Use the Drop-Down Lookup to see a list of existing statements; however, these names cannot be used again.