Reference #: HT 00022
Last Revised: 05.12.16
The following instructions will show you how to use a custom report to print client statements from the software, either individually or in a group. In addition, you will learn how to show a client's open balance on each of their invoices by changing just one setting.
Client Statement Custom Report - available in Spectra/myStratus Desktop Professional and Enterprise
Please visit our website to preview the custom reports available. There are separate pages for list reports, sales reports, and status reports. To print a client statement, you'll need to download the Statement report from the List Reports page. Follow these instructions to download, install, and run the report:
Print Open Balances on Invoices
There is also a Print Balance Due All Invoices option on the Reports page in Maintenance > Preferences > Company Preferences. If you check this option, the software will print the customer’s total open balance at the bottom of each invoice in addition to that invoice’s balance.
+ Training Video - Custom Reports