Dental Lab Customer & Production Management

View Statement

View Statement

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View Statement

 Previous topic Next topic  

Prerequisites:  

To view a statement detail or to e-mail it you have to create it first. How to create or process a statement is presented in a different topic. Please see details here.

 

Navigation: Customer > 5. Accounting > V9 - View Statements

V12 - Customer Accounting - View Statements

Statements form

 

hmtoggle_arrow1How to view Statements:

1.On Customer > 5. Accounting form click on V9 - View Statements

2.Statements form opens with all existing statements for the selected customer.

3.Click on a statements and click on V9 - View 2 to see details of the selected statement.

 
hmtoggle_arrow1How to E-mail a Statement:

1.On Customer > 5. Accounting form click on V9 - View Statements

2.Statements form opens with all existing statements for the selected customer.

3.Select a statement record and click on V9 - E-mail to send the selected statement through email. The statement will be automatically attached in a pdf file and also the subject is already entered in Statement from [date] to [date] format.

 

See also:

How to create Statement

How to view prior statements