You can process sales ledger statements for customers individually or in bulk. Use the Customers screen for the Next Generation view, or the Customers Legacy screen for the classic view.
Customers screen
On the Debtors tab, click Customers.
Locate and select the customers using the Filters and Tick box.
⚠️ Important: There is currently an issue with the filters where some options cannot be changed. This will be addressed in a forthcoming update.
Click Process Statements from the pop-out sidebar on the right.
Customers Legacy screen – individual
On the Debtors tab, click Customers Legacy.
Click More, then click Process Statements.
Process the statements for the selected customer.
Customers Legacy screen – in bulk
On the Debtors tab, click Customers Legacy.
Use the filter to select the required customers, for example by balance greater than zero or by sort key.
Click List in the Ribbon to change the view to allow selection.
Select the required customers and click More.
Click Process Statements.