• Section: Sales
  • Last updated: July 17, 2019, 11:50 a.m.

Display Customer Deposits on Statement

If an AccountEdge user accepts customer deposits or payments on pending sales or orders, they are able to reflect this on a customer statement. Typically, a statement is designed to show a customer's outstanding receivables. Orders are usually excluded from statements because they are not completed work and have not yet been posted as a receivable.

There is a field available through Statement customization that will show the Deposit Balance. Field name is Deposits Balance, and can be added to either the activity or the invoice statement. Even though customer orders will not be shown on statements, this field is available.

You can customize your printed statement by going to Setup from the menu bar at the top of the screen and choosing Customize Forms > Statements. From there you can proceed to choose your statement.

For more information about customizing forms please this article.