Produce statement in AR

I have not been able to build an AR customer statement thru reports. Has anyone been able to do that? The only way would be to download into excel and move around the data with invoices/charges and payments.

Answers

  • Kevin Brazell
    Kevin Brazell Blackbaud Employee
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    Statements should be under Receivables>Communication in WebView. Statements, Invoices, and Receipts. Provided you have security rights.