Add account statements

You can use a wizard to select the desired debtors and outstanding items. Profit collects the relevant data in a run, but the account statements are not immediately printed.

If there is already a run present of which the printing has not been finalised then it will be replaced by the new run.

To select debtors and outstanding items:

1. Go to: Financial / Debtor / Account statement.
2. Click on: New.
3. Enter the Reference date.

   Invoices that are due on the reference date are displayed in the summary.

4. Select the Include non-expired invoices also check box to include all outstanding invoices.
5. Do not select a range of debtors.
6. Click on: Next.

   Profit shows a view with all selected debtors.

7. Deselect the debtors for which you do not want to print an account statement (for example, because the balance is negative).
8. Click on: Finish.

   Note:

   If you are using the queue, Profit places this task in the queue. While the task is being performed in the queue, you can continue to work. See: Use and manage the queue

   The queue is always enabled in AFAS Online. That means that the task is always preformed via the queue.

See also

• Check, retrieve and complete collection, payment and reminder orders and account statements via a queue