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This window allows you to select debtors depending on their account balance and movement since the last statement, as part of Generating debtor statements.

  1. Specify the account balance criteria. For more information on the fields, see the key fields section below.
  2. Click .
    The Discounts window of Debtor Statement Print is displayed. See Debtor Statement Print - Discounts window. 


Debtor Statement Print - Balance Criteria window key fields

Field

Description

Allow Print if Negative Balance

Select this field to send statements to debtors who are in credit.

Allow Print if Zero Balance

Debtors can be sent statements simply to let them know what transactions have occurred since the last statement run, even if they do not owe anything.
Note: It is usual to select this option.
If they have a zero balance but no transactions then they can be excluded using one of the selections below.

Allow Print If Active Arrangements Exist

Select to include debtors with pre-set arrangements. For example, include debtors who have agreed to pay a debt in small instalments.

Minimum Balance

Set the minimum balance for inclusion. That is, exclude all debtors whose balance is below this number.

Debtors to Include

Select:

  • Only Those with Charges OR Receipts OR Non-Zero Balance to only include debtors who have had any kind of movement in their account in the current period and/or had a balance owing from the previous period. This includes both charges and receipts or debtors with a non-zero balance.
  • Only Those with Charges OR Receipts to only include debtors who have had any kind of movement on their account. This includes both charges and receipts but not necessarily both.
  • Only Those with Charges to disregard receipt movement and include any debtor that has received a new charge.
  • All to includes all debtors, regardless of account movement.

Note: Balance selections are used in conjunction with your selection here and will still apply.