Customer Statements

To access this form, go to Operations > Accounts Receivable > Customer Statements

Use this form to print or email a summary of activity for customers over a time period. Customers can use this statement to verify their account activity, or statements can be used as a reminder of outstanding customer balances.

Select New Customer Statement to create a statement.

 

The Customer Statement Session form is split into three sections - Customer Statement Details, Statement Print Options, and Statement Filter. To learn more about the fields in each section, select a section below.

Statement Name Enter a name for the statement.
Statement Header

Enter a header for the statement, or select one from the drop-down list. This will be printed at the top of the statement.

Statement Period Choose a default statement period, or enter a custom date range.
From and Through dates Enter a custom date range, or choose a default statement period from the prior field.
Notes Enter any notes about the statement.
Print Order Specify the order in which the statements print. If any option other than Customer ID is selected, the secondary sort will be by Customer ID.
Detail Order

Specify the order in which the detail items print on the statement.

Choose from the following options to customize the statement:

Only print statements that are past due

Do not print statements with zero balance

Do not print statements with negative balances

Do not print invoices with zero balances

Do not print statements with a balance under (enter amount)

You can filter by the following fields:

Billing Group

Customer ID

Class

Type

Fund

GL (these are AR-type accounts)

 

When you are ready to generate the state, select Print/Email.

The next screen allows you to edit the statement date, number, and choose a format.

Note: You can edit your customer statement formats in the MIP Classic application by going to Reports > Forms Designer.

Lastly, choose the customers to print statements for. When you're finished selecting, you can preview the statement by selecting Preview, or print/email the statement by selecting Process.

 

Note: Make sure the customer is set up to receive statements by going to their Customer Record. Check the Email tab and ensure that the "Email Statements" checkbox is selected.

Note: For help setting up email capabilities in MIP Modern, see Organization Settings - Email Setup.