Overview
Note: Depending on how your system is set up, this desktop screen may also be available as a web screen. For more information, see the Web Screens Getting Started Guide or the help for Sage 300 web screens.
Use the Statements/Letters/Labels screen to print statements, letters, or labels for a customer or national account.
Important! You can print a statement, letter, or label for a customer or national account only if the Print Statements option is selected in the record for the customer or national account.
You can print and reprint statements for Accounts Receivable customers and national accounts. More...
You can also print form letters and mailing labels from your Accounts Receivable data.
Sage 300 Accounts Receivable comes with a sample statement, formatted for laser printers. You can use the statement as is, or you can use Crystal Reports to create custom statements or to adapt the formats that come with Accounts Receivable.
A sample letter and label format are also included.
The sample letter format that comes with Accounts Receivable prints letters for customer accounts that are overdue by at least 90 days or a longer period (say, 120 days) that you specify.
Note: You can use the Statements/Letters/Labels screen to print labels for addresses in customer records. To print labels for customer ship-to addresses (for example, to affix on shipments of goods), you use the A/R Labels report screen. For more information, see A/R Labels Report.
When to Print
Print statements at the end of billing cycles, and send them to your customers to show the status of their accounts and to request payment.
Information Printed on This Report
Statements, letters, and labels (any reports printed using the database query used by the default statement that comes with Accounts Receivable) can include the following features and information:
- Your company's name, address, phone numbers, contact person, and telephone numbers.
- The customer's name and address, from the customer account or ship-to location.
- Customer credit limit and credit available.
- For each transaction, the document number, document date, transaction type, reference number (for an invoice) or applied document number (for a transaction matched to an invoice), due date, and current amount of the transaction.
- The dunning message specified on the A/R Options screen or selected for the statements, if you added message sets in the Dunning Messages screen.
- The number of days in each aging period, and totals for each period. The transactions are aged by due date. You can age documents by document date, and include current transactions.
- The previous balance, credits and new charges since the last statement, and the new balance.