Minimum Amount for Statements

You can set a minimum amount that a customer owes in their account balance before they get a statement printed. This can help cut down on printing and posting costs.

1. From the main screen of Retailer click on Setup -> Customer and then click on the Statement Types tab.
2. If you have multiple Statement Types, use the blue arrows at the bottom of the screen to find the statement type you wish to apply the minimum amount to. Click HERE to learn more about creating multiple statement types.
3. In Minimum amount owed before a statement is to be printed, enter the minimum amount you wish before a statement to be printed.
   
4. Click Save.
5. Click Close.
   

A negative value can be set to include customers who have a balance in credit. You can also tick the option Print Zero Balances for customer accounts with $0 and still want a statement done.

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