Real-Time Statements

Real-time statements display all outstanding balances, including future-due balances, for the selected customers. Although they look similar to monthly statements, the figures on real-time statements are current as of when they’re printed and are not affected by the month-end cutoff process.

Note: You can also print real-time statements for individual customers from the Ledger/History tab of the Customer Maintenance screen. To generate a real-time statement, click Print. Then select Print real-time statement and click OK.

To generate real-time statements

1. Select Reports from the Customers menu. The Report List appears with the Customer tab selected.

2. Select Real-time Statements and click Launch. The Real-time Statements screen appears.

3. Select one or more customers:

For all customers, leave the Begin Person and Ending Person fields blank.
For one customer, click 1 Lookup and look up the customer’s name. For more information, see Looking Up a Customer.
For a range of customers, click 1 Lookup and 2 Lookup to look up the first and last customers in the range.
To retrieve information for specific customer types only, click 3 Lookup. Then select one or more types from the list.

Note: Information for all types is included on the report by default.

4. Click Print. The Report Window opens.

5. Print the real-time statements and close the Report Window.