how to print customer statements in accounts hosted

Rochelle_9169986
Rochelle_9169986 Member Posts: 10 Novice Member Novice Member
edited October 2024 in Accounts Hosted
HI, sorry but I'm very new to reckon....I cant seem to find where you can print a customer statement? I can see the report but I cant find where I can produce one to the customer





Comments

  • John Graetz
    John Graetz Member Posts: 1,447 Reckon Hall of Famer Reckon Hall of Famer
    edited July 2020
    Rochelle.  You will find it under the Customers Tab at the top of the screen, then scroll down to Create Statements.
    John L G
  • Rav
    Rav Administrator, Reckon Staff Posts: 14,205 Reckon Community Manager Community Manager
    edited July 2017
    Hi Rochelle,

    Welcome to both Reckon and our Community :) 

    There's a pretty comprehensive help section on statements in the 'Help' menu within Hosted itself but to get started, head to Customers > Create Statements 

    You'll have the option of print or email methods.

    Let me know if you have any questions.

    Cheers
    Rav
  • John Graetz
    John Graetz Member Posts: 1,447 Reckon Hall of Famer Reckon Hall of Famer
    edited July 2020

    As the question raised by Leigh around 13:04 on 16/2/2018, which linked to the above post, doesn't appear here, one can only assume that it has been deleted because Leigh found the necessary skills to find the "Create Statement Tab"  If so, well done Leigh.

    John L G

  • Leigh Wolinski
    Leigh Wolinski Member Posts: 34 Novice Member Novice Member
    edited February 2018
    Yeh.... I realised that you had to select the invoices (check the box) then (as if by magic) the statement option appears! My skill set grow.
  • John Graetz
    John Graetz Member Posts: 1,447 Reckon Hall of Famer Reckon Hall of Famer
    edited July 2020

    Leigh.  There seems to be something very strange about the way you are doing this.  Give me a ring on 0428 695454 and I should be able to help you.   John L G

  • Rav
    Rav Administrator, Reckon Staff Posts: 14,205 Reckon Community Manager Community Manager
    edited February 2018
    Reckon One
  • John Graetz
    John Graetz Member Posts: 1,447 Reckon Hall of Famer Reckon Hall of Famer
    edited February 2018
    Thanks Rav.  Makes more sense now!!  Cheers  John L G
  • Rochelle_9169986
    Rochelle_9169986 Member Posts: 10 Novice Member Novice Member
    edited February 2018
    thanks everyone have it sorted :)
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