Dental Lab Customer & Production Management

Interim Statement

Interim Statement

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Interim Statement

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Usage:

DLCPM also introduces an option to view an Interim statement. With one click, it is possible to generate a complete statement as of right now. Interim Statements are intended only to inform the customer about the current accounting situation and therefore will not be saved in the application. An interim statement includes all activity from the previous closed statement period to the current date.

 

Please note: In order for the interim statement to preview on screen you must have the option under the Reports main menu, 'View reports on screen' checked.

 

 

Navigation: Customer menu located at the top of the toolbar > Find the customer for which you want to recreate the statement > Click on Customer  in the upper menu bar > Accounting > Interim Statement

 

V12 - Interim Statement - navigation

Interim Statement navigation

 

hmtoggle_arrow1How to create an Interim Statement:

See also:

How to create Statement

How to view prior Statements

How to View Statements on Customer form