Select statement printing options
When printing statements, you can use the Options window to refine the set of statements to be printed based on client balances and/or invoice dates during the statement activity date range.
Follow these steps to access the Options window and adjust the printing options:
- SelectFilethenPrint Invoices & Statements.
- Go to the Statements tab.
- SelectOptions.
- Mark one or more of thePrint statements for Clients withcheckboxes:
- Mark theDebit balancescheckbox to print statements for clients that have a debit balance. Enter a dollar amount in theGreater thanfield and/or number of days in theOlder thanfield to further specify which statements to print.
- Mark theCredit balancescheckbox to print statements for clients that have a credit balance.
- Mark theZero balances with current activitycheckbox to print statements for clients with a zero balance in the specified activity date range.
- If you want to omit clients with invoices in the specified activity date range, mark theExclude: Clients with invoices in the activity rangecheckbox.
