Customer Statement Types and the Statement Wizard

SliQ Invoicing supports two types of statement:

•	Open Items

•	Date Range

Open Items Statement Type

All versions of SliQ Invoicing and Quoting support an Open Items statement type including an Ageing Report.

The Open Items statement type shows all invoices for which payment is still due from a specified customer.

To generate an Open Items statement:-

1.	On the Customers & Statements tab, select a customer.

2.	Press the Email or Print buttons in the toolbar to output the statement.

Alternatively, to generate Open Items statements for multiple customers:-

1.	Make sure the Customers & Statements tab is selected

2.	Press the Wizard button in the toolbar.

The Statement wizard will then appear.

Select the Open Items statement type, choose who to generate statements for and then click the print or email button to output the statements.

See Also

•	Printing a Statement

•	Emailing a Statement

Date Range Statement Type

The Date Range statement shows all transactions - invoices, payments and credit notes raised between specified start and end dates for a specific customer.

The Date Range statement is generated using the Statement Wizard.

To open the statement wizard:-

3.	Make sure the Customers & Statements tab is selected

4.	Press the Wizard button in the toolbar.

The Statement wizard will then appear.

Select the Date Range statement type, choose who to generate statements for and then click the print or email button to output the statements.

customer-statement-wizard