how to print customer statements in accounts hosted
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Rochelle_9169986
Member Posts: 11 ✭
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
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Comments
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Rochelle. You will find it under the Customers Tab at the top of the screen, then scroll down to Create Statements.
John L G0 -
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
Ravℹ️ Stay up to date with important news & announcements for your Reckon software! Click HERE for more info.
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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
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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.0
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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
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Thanks Rav. Makes more sense now!! Cheers John L G0
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thanks everyone have it sorted
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