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Question

Customer Statement Thresholds

  • January 6, 2026
  • 0 replies
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nickcerri32
Semi-Pro II
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Hey, gang - One of my customers is looking to establish thresholds for Customer Statements.  In their words, “Some months we would like to run statements for accounts having over $500 balance and others a $0 balance.”

On the Print Statements (AR503500) screen, I simply added a filter and applied it to the Statement Balance field.  Has anyone else in the community managed thresholds like these for customer statements?  If so, what things did you do to accommodate this?