Running Customer Statements

This FAQ will go over how to print a customer statement in Paradigm.

Multiple Customers

Customer statements can be printed for multiple customers at a time, by going to Accounts Receivable > Customers.

Then filter the list to the customers that need a statement printed. Set the report to “Customer Statement” and then choose an option to export it.

More information on printing from lists can be found here: Printing From Lists

Customer List Filter Options

• Customers with Balance – All customers with a balance.
• Mail Customers – Customers that have a balance, but don’t have an email in the “Send Batch Emails To” field.
• E-Mail Customers – Customers that have a balance, and have an email in the “Send Batch Emails To” field.
  • If statements should be sent to a separate email, the “Send Statement Emails To” field can be set.

One Customer

To print a customer statement for one customer, go to Accounts Receivable > Customers and open the customer from the list.

Then click on the drop down below print and select the print button beside “Customer Statement”.