Customer Statement Configurations

Path: System Admin > EMP Configurations > Customer

• Billing Statement Printed Format Option
• Customer Statement Aging Period Type Option - The aging analysis is displayed in Monitor Outstanding Document and Statement of Account in the form of:
  :- Day
  :- Month
• Batch Printing of Billing Statement Format Option
• Enabled filter transactions by branch 
  :- Tick the checkbox to use 'Branch' as filter in searches mostly used in Customer Module's Query / Reports.
• Enable Advance Date for Receipt - Date of receipt can be set in the future when the payment will be received in the future.
• Hide Branch and Customer Details in Customer AR Txn printable

• Credit Limit Default
  :- Users may set a default credit limit for all customers. Eg. 100,000 of credit limit (fixed). 
  :- Normally, both functions (Credit Limit and Terms) appears when a Customer Account is created.

  OR

• Enabled Credit Limit Dropdown List
  :- Tick the box to set options in the dropdown list.
  :- Eg. 0,500,1000,3000,5000

• Credit Terms Default
  :- Users may set a default credit days for all customers. Eg. 30 days of credit terms for all customers (fixed).

  OR

• Enabled Credit Terms Dropdown List
  :- Tick the box to set options in the dropdown list. According to the above setting, day or month, enter the number of periods in the space.
  :- Eg. 0,30,60,90,120,150 (if the Customer Statement Aging Period Type Option is set to days)
  :- Eg. 1,2,3,4,5 (if Customer Statement Aging Period Type Option is set to months)

• Phone Extension Option - The code of phone numbers which defines a state, country or network, can be selected from a dropdown list. This function enables user to input the options.
  :- Land Line - General, Direct, Fax line, Other phone. Eg. 03,04,05,06,088,603
  :- Mobile Phone - Eg. 012,013,016,017,018

• Customer Debit Note Account
  :- Default GL Code - When creating a Credit Memo (debit note), a GL Code must first be created.
  :- Enter the GL Code in the space. Eg. miscExpenses.

• Credit Memo Contra 
  :- Filter Outstanding Documents - Tick 'Enable' if users want to select the 'List of Outstanding Documents to be Settled' shown at the bottom using filters of Branch and Date of Credit Memo Contra. Otherwise, the all list of documents will appear irrespective of date or branch.

• Settle Documents and Settle Deposit 
  :- Filter Outstanding Documents - Tick 'Enable' if users want to select the 'List of Outstanding Documents to be Settled' shown at the bottom using filters of Branch and Date of Settle Documents / Deposit. Otherwise, the all list of documents will appear irrespective of date or branch.

Please remember to click 'Submit' after every change or input.