ANSWER ID:1631

When printing or emailing statements (from the Sales command centre, click Print/Email Statements), you can choose 2 statement types: Invoice and Activity. See below for the differences.

Invoice Statement

This statement type will display all unpaid invoices, regardless of their date, aged according to the statement date. Selecting the option Only include invoices up to Statement Date will limit the statement to only those invoices outstanding as at the date selected.

Activity Statement

This statement type will display all transactions, including paid invoices, which are dated between the From and To dates. Any unpaid invoices prior to the From date will have their value displayed in the Balance Brought Forward total on the statement. Any transactions after the To date will be ignored.