How do I generate a statement of account for debtors?

If you want to send a statement of accounts to some debtors, select them in the Addresses file, then call the Print command.

In the Print dialog, select the Statement of accounts print template, then click on the Print button. Balances of overdue invoices, payments and possible advances and credit note are listed on this document.

Usually, a statement of accounts is limited to documents created with the Debtors module. But it could happen that a company is simultaneously a debtor and your creditor. In this case, you can Include the creditor documents on the statement.

With help of the Options button in the print dialog, you can customise texts printed on the top and the bottom of the statement, in several languages. Account statements will be printed in the language of the Debtor, as saved in the Language field of the Address record.

Settings can be saved with the corresponding button. Use the cogwheel button in order to set up additional parameters.