User Guide: Customer Account Statement Screen

Customer Account Statement Screen - User Guide

1. Log in to Smart Pro ERP Finance using your credentials.
2. After logging in, go to the final reports menu and find the "Customer Account Statement" screen.
3. In the Customer Account Statement screen, you will find the following fields:

• Main account field: select the main account whose customer accounts you want to view.
• Customer selection field: click the "Search Customers" button to open the customer search interface. Enter the customer name or number and click the Search button. The available customers will be displayed; choose the customer whose statement you want to view.
• Date from and to field: specify the time period you want to view the customer statement for, from a specific date to a specific date.
• Show balances before the selected period feature: select this feature to display balances prior to the selected time period.
• View button: click this button to display the selected customer statement based on the specified criteria.
• Approval statement button: click this button to print or display the selected customer statement after approval.

After selecting the appropriate fields and required options,

• click the View button to display the customer statement. You can review the movements and balances related to the customer during the selected period.