How to: Collect Outstanding Balances

Managing receivables includes checking whether amounts due are paid on time. If customers have overdue payments, you can send the Customer Statement report as a reminder.

Note: If you are using multiple currencies, the Customer Statement report is always printed in the customer's currency. The last date in a statement period is also used as the statement date and the aging date, if aging is included.

1. In the top right corner, choose the Search for Page or Report icon, enter Customer Statement, and then choose the related link.
2. Fill in the fields as necessary. Choose a field to read a short description of the field or link to more information.
3. Under Output Options, select how to send the report to the customer.

See Also

Manage Receivables
Manage Sales

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