Statements

Print and email statements

Open: Sales Ledger > Reports > Credit Control > Statements.

  1. Select Statements to printer and email.
  2. Select the Retrospective checkbox if you want to print statements as at a specified date.

    Enter the retrospective date in the Base Date for Ageing box on the report criteria. All transactions that are outstanding, according to their Allocation Date, appear on the statement.

  3. Click Run. Use the report criteria to specify the customers that you want to send statements to.
  4. Click OK.

    • The statements for customers using email statements are sent to the Inbox of your email system.

      From your Inbox, you can check the email address and change it if required. You can then send the statements to each customer.

    • The statements for customers using paper statements are sent to the printer or spooler depending on the default printer settings in Sage 200.

Print statements only

Open: Reports > Credit Control > Statements.

  1. Choose All statements to printer.
  2. Select the Retrospective checkbox if you want to print statements as at a specified date.

    Enter the retrospective date in the Base Date for Ageing box on the report criteria. All transactions that are outstanding, according to their Allocation Date, appear on the statement.

  3. Click Run.
  4. Use the report criteria to specify the customers you want to send statements to.
  5. Click OK.

    All statements for the selected customers are sent to the printer, or spooler depending on the default printer settings in Sage 200. This includes statements for customers where you have chosen to use email statements on the customer's account.

Save statements to cloud document storage

You can set up Sage 200 to save customer statements to cloud document storage when you print (or email) them, so that they can be viewed by everyone.

Customer statements that have been saved to cloud document storage can be viewed in PDF format.

Open: Sales Ledger > Customer List, then select the customer and click View in Document Storage.

  • The customer's folder is displayed in cloud document storage. The Statement folder contains statements for the customer.

See Save printed documents to cloud document storage.