Print Customer Statements

Article • 4/27/2026 • 2 min read

Use the Customer Statements page to generate the output of customer monthly statements. Provides summary information about what invoices and Credit Memos remain unpaid/unapplied. These statements are typically generated on a monthly basis to serve as the reminder/detail of out- standing balances.

To generate Costumer Statements Report

  1. Open the Customer Statements (RPCUS) page.

    Select Financial Management > Financial Reports > Accounts Receiv- able > Customer Statements.

Or

  1. Search for RPCUS in the Navigation box and then select Customer State- ments.

    Customer Statements (RPCUS) page appears.

  2. From the Selection box, select the information you want to view.

  3. In the Sort Order area, select how to sort the report.

    The Sort Order field is populated based on the type of report selected in the

    Selection field.

  4. In the Copy area, select the report copy you want to print.

  5. In the Sort Range area, you can sort the information.

    The Sort On field is populated based on the type of report selected in the Selec- tion field.

    The available sort ranges are:

    » Single: Select this option to include only one item. Selecting this option enables the From field. Do one of the following:

    1. Type the item reference in the From field.
    2. Click the lookup reference and select the sort item from the Lookup For window. Highlight the required sort item and click Select.

    » Range: Select this option to include a range of items to sort from. Selecting this option enables the From and To fields. Do one of the following:

  6. Type the first and last values of the range in the From and To fields.

  7. Click the lookup reference (if available) and select the sort item from the Lookup For window. Highlight the required sort item and click Select.

    » All: Select this to include all available items.

  8. Specify the Other Variables value to filter the report generation based on

    Standard Revision, Facility or other variables.

  9. Click Run Report on the Toolbar to generate the report.

    Select Open now to open the report in a new tab or select Notify when Com- plete to get notification. You can open the downloaded report from My Reports page.