Printing a statement
To print a customer statement, select Display > Account > Customers (or click on the CU button on the main toolbar):
then select the customer:
1.In the customer account window, select Statement from the bottom of the screen:
2.The statement window opens. If you want to add a message to the statement (for example, your bank details), click on the Messages button, which allows you to insert a temporary or fixed message:
3.To print the statement, select the Print button in the statement window:
| This will print the statement to the default printer on your PC. |
To select a different printer, click on the Print... button then choose a printer from the drop-down list
| You can also print to a PDF file using by clicking on the Print... button, then selecting the PDF... button: |
Note: Although the Statement caption is also available for suppliers, it is not intended as a remittance advice. To print a supplier’s remittance advice, tick the Remittance advice box in the dialog displayed when you enter a supplier’s payment.
Emailing a statement
To email a PDF file of the customer statement, select Display > Account > Customers (or click on the CU button on the main toolbar):
then select the customer:
1.In the customer account window, select Statement from the bottom of the screen:
2.The statement window opens. If you want to add a message to the statement (for example, your bank details), click on the Messages button, which allows you to insert a temporary or fixed message:
3.To email the statement, select the Print... button then the Email... button:
This will generate an email from your default email program with the statement attached as a PDF file. You must have a MAPI compliant mail program installed as the default mail program on your PC, as explained in Emailing from VT Transaction+. If you have entered an email address in the customer's record, this will automatically appear in the To: field in the email. You can add their email address to their record by selecting Set up > Accounts > Customers [Select Customer] > Properties > Contact. Statements cannot be emailed in bulk.
Note: Although the Statement caption is also available for suppliers, it is not intended as a remittance advice. To print a supplier’s remittance advice, tick the Remittance advice box in the dialog displayed when you enter a supplier’s payment.
Alternative method of emailing a statement
You can generate a PDF file of the statement to save to your PC, and email it later. To do this follow the instructions above but select the PDF... button instead of the Email... button.
You can then attach the PDF file to an email in the same way you would normally attach files to emails.
