Finance Silvertrek
Created Dec 13, 2023AR Account Statement
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Viewpoint Vista
FIRST - VERIFY YOU ARE IN THE CORRECT COMPANY
We are going to walk through the AR Account Statement before pulling the report
This is if you need to specify which customers you are going to pull.
Press F4 to select the customer in beginning and end (this is great for one specific customer)
If this is for ALL AR, keep this blank this is best to use when you're doing a monthly report

You have finished creating your AR Account Statement Report - You are ready to send your reports
Break your pdf apart and email out your statements to your customers so that they can see if they are current in payment or past due. This will allow for you to also let your customers know that you need to collect payment.
Your report is only as accurate as your information. If you find that any information is missing reference your AR invoices and AR Customer set ups
Bad Input=Bad Output
Good Input=Good Output
Congratulations you have successfully completely the steps for "AR Account Statement"
