At the end of each financial year, the company sends a balance notice to its customers in order to complete the audit process. The customers either confirm the statement or return it with corrections based on their own records.
-
Click Accounts receivable> Reports> Transactions> Customer> Customer balance notice.
-
In the To datefield on the Generaltab, select the date of the customer balance.
-
In the Return datefield, select the date when the customer has to return the notice.
-
Select the Print detailscheck box to print the list of customer's open invoices in addition to the balance notice.
-
If required, click Selectto select the desired customer account and customer group from the selection criteria.
-
Click OKin the Customer balance noticeform to print the report.
