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Print a customer’s ledger statement

Posted
Updated
ByH&L Solutions

Every customer carries a ledger by financial year, and the years are linked so that a correction in one is carried forward into all of them. The statement is the thing you hand to the customer: opening balance as at the start of your range, every bill and every payment in it, the running balance, the notes you added, and the closing figure.

Where to click

  1. Open the customer’s ledger (a business not billing under GST finds the ledgers under Printing).
  2. Choose the date range.
  3. Print it, or save it as a PDF, from the same screen.
A printed ledger statement for one customer
Bills on the left, payments on the right, balance at the bottom — the way a ledger book reads.

Good to know

  • Credit balances are shown as credit, not as a negative number.
  • Notes carry the author’s name and date, for what was promised and when.
  • Double-click the opening balance to open the archived year behind it.
  • The whole customer list can be printed by balance, by ageing, or by who is still active — and the ageing report shows who owes and has not traded with you for ninety days.
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