Monthly Statement

This report generates monthly statements for selected customers using invoice or tax invoice data.

User must provide a name for the report for easy retrieval later.

The report allows the generation of monthly statements for either the full customer list or an individual customer. The statement can be produced for a specific month or within a chosen time range. The date used for calculations can be the document date or shipping date. Optional fields can also be selected for inclusion in the monthly statement.

Please note that the report calculations are updated each time it is saved. The “Last Generated” timestamp indicates when it was last processed. To refresh the calculations with the latest invoice data, the user can click the “Re-generate” button to rerun the analysis.

The sample PDF output of Monthly Statement is shown below.