AR Balance Forward Statement

You can use the AR Balance Forward Statement report to print Balance Forward Statements for a customer’s setup to print a Balance Forward Statement. You can access this report by selecting Accounts Receivable > Reports > AR Balance Forward Statement.

Report Parameters

Description

Company

Accept the default, or press F4 to select a company.

Statement Date

Select the statement date.

Last Statement Date

Select the last statement date.

Days Between Columns

Enter the number of days for each report column. For example, if you enter "30" the date range for each column is thirty days.

Include Transactions Through

 Select the date to include transactions through on the report.

Aging On (D)ue or (I)nvoice Date

Enter D to display aging by the due date or I to display aging by invoice date.

Beginning Customer

Press F4 to select the beginning customer for sorting.

Ending Customer

Press F4 to select the ending customer for sorting.

Beginning Receivable Type

Press F4 to select the Beginning Receivable Type

Ending Receivable Type

Press F4 to select the Ending Receivable Type

Age Retainage?

Check the box to age retainage.

Remarks to print near bottom of report

Enter any remarks that you would like to have appear at the end of the report.