Opening a customer card and pulling a statement

Steps

1. 1

   New customer/supplier

   On the Customers / Suppliers page press “New customer/supplier”. Only the name is required; if you leave the code empty it is generated.

2. 2

   Enter type and business details

   Customer, supplier or both. Tax office and number, payment days, credit limit and a different shipping address are optional.

3. 3

   Type the opening balance

   If there was a debt or receivable before the program, enter the amount, direction and date. It becomes the first line of the statement.

4. 4

   Open the statement

   Open the customer’s card and choose the date range (this month, last 30 days, this year or custom) and the movement direction.

5. 5

   Print it

   Use “Print statement” for a printout with stamp and signature areas, or save it as PDF from the browser.