Configuring Statements

    

Topic: Setup > Configuration

To configure Customer Statements, from the Explorer click Setup->Configuration. This displays the Configuration page. Then Click 'Customer Statement', this displays the Customer Statement Configuration Document.

 

In a similar way to a Transactional Document, such as a Sales Invoice, you can configure how a Statement is Printed. This is done via a Document Template.

 

For more information see Working with Document Templates.

 

Related tasks and information


Working with Customers

Generating Customer Statements

Working with Document Templates