Table of Contents
Customer Statements - Reckon One
Creating a Customer Statement
From the side navigation menu, expand the Day to day menu and in the BUSINESS section, select Customer statements. Or from the side navigation menu, expand the Day to day menu and in the Contacts section, select Customers. Tick the Customer(s) you wish to create a statement for which will invoke the action buttons. From here click Create statement.
The Statements list can be filtered on all columns by clicking the funnel icon 
, and can be be customised using the Show/hide columns filter (spanner cog) to select what columns to be displayed (or not) on the screen.
The default statement type is Balance forward, the date range is last month, filtered to exclude $0.00 balances. If you wish to alter these parameters, do so and then click Refresh.
Statement Types
Type | Summary | Options |
Balance forward | Based on the current statement period (as selected by the date range) this statement type shows a Balance forward total amount for all transactions dated prior to the statement period from date. | Exclude $0.00 balance transactions |
Open items | This statement type shows all open transactions regardless of the statement period which is defined by an as at date. | Include only transactions over x days past due date. |
Emailing or Printing a Customer Statement
To print or email a statement, click on the list row for the applicable customer which will open the detail screen. From here you chose to print or email the statement.
Need more help?
Ask the Reckon Community at: https://community.reckon.com/
Or Log a Support Ticket: https://www.reckon.com/au/support/
