How to print a customer balance statement

Since Version 18.2.5315 EQ Flex has a full customer balance statement report available. In addition to the reports you can print under Reports List which are aimed mainly at internal use, you can create a customer facing statement document.

Watch this video for a 2 minute overview of how to print statements:

This article shows you the 2 methods you can use to print your customer statement:

1. Print from Customer List
2. Print from Projects Sales Orders

Print from Customer List

This is available in EQ Foundation and EQ Professional.

1. Open your Customer List from the main toolbar:
   
   
    
2. Locate your customer by scrolling down, using the Find or clicking Filter List.
    
3. Select the order on the Sales Orders tab at the bottom of the screen.
    
4. Click the small Print button on the right: 
   
   
    
5. Click Print or Email PDF to create your document.
   Your statement will be created like this:
   
   

Print from Projects Sales Orders screen

This is available in EQ Professional.

1. Open your Projects Sales Orders screen from the main toolbar:
   
   
    
2. Locate your order by scrolling down, using the Find or clicking Filter List.
    
3. With the order line highlighted click the Invoices & Payments tab. You will see invoices, credits, payments and refunds associated with this order.
    
4. Click the Print icon at the far right side:
   
   
    
5. Click Print or Email PDF to create your document.
   Your statement will be created like this: