How to Generate Debtor Statements

Description: Use the Debtor Statements report to produce financial statements for your customers. These statements summarise outstanding invoices, payment history, and aged balances for a selected customer range and date.

Step‑by‑step instructions

Before starting, ensure all debtor invoices and receipts have been entered for the period you want to report on.

1. Open the Debtor Statements Report

Navigate to Reports › Debtor Statements.

2. Select the Customer Range

Choose the range of customers you want to include in the statement run.

• From Customer Code: Select the starting customer code. Example: AAR – AA Roofing

• To Customer Code: Select the ending customer code. Example: ZAD – Zac Andrews Developments

3. Set the Ageing Criteria

Specify how the system should age the debtor balances.

• Age as at Period: Select the financial period to age the balances at.
• Date: Select the date to age the debtors at.

Note: The Date determines the cut‑off for transactions included in the statement.

4. Preview the Debtor Statements

Click Preview to generate a PDF of the debtor statements.

The PDF can be:

• Downloaded
• Printed
• Sent to customers as required

FAQ

Can I run statements for a single customer?

Yes. Select the same customer code in both From Customer Code and To Customer Code.

Why are some invoices missing from the statement?

Check the Age as at Period and Date fields — transactions dated after the selected date will not appear.