1.      Select Accounts > Print Statement. 

2.       Select a Single Customer or a Range of Customers. When selecting a range, you need to select the start and finish boat. Click on the Boat icon in the Boat Range section and search for the boat to start and repeat for the finish boat. When a range is selected a line for each is displayed in the Customers section. This may vary depending on other criteria selected for example it may not appear if you choose not to see Zero balance items. 

3.       Search for the individual customer by Boat Name, Customer Account Code or by Customer Name.

4.       Check Show Zero balances, includes customers that have an account balance of zero.

5.       Check Show Credit Balances include customers that have a credit balance.

6.       Check Update Paid Items. Allocated items update and mark as Historic.

Note: only do this if you wish to remove all paid items from view on all customers’ accounts.

7.       Check Limit statements by Balance. Enter an account balance value, statements will only be produced for customers’ accounts equal to or greater than this value.

8.       The default Statement message is applied (See Set Up Program Options).

9.       Over type to change the message, applicable to this statement run only.

10.   Click on the Preview button to view the invoices on the screen.

11.   Click on the Print button.

    • Related Articles

    • Creating a Credit Note

      1.       Select the account using F2 – to open Quick Search screen. 2.      Open the Customer Account window using the F5 function key. Alternatively, Accounts > Credit Invoice Lines.   3.       Click Credit Inv Lines.   4.       If the invoice is ...
    • Allocations

      If you have input a payment in Havenstar manually as on previous page then you must allocate the money to the payment transaction in order to complete the process. This not required if all monies received are input via EPOS as they are automatically ...
    • Havenstar User Manual v2.8.0

      Manual is attached.
    • Accounts Maintenance - Change Payment Transaction Date

      1.   Accounts > Accounts Maintenance.  2.   Click the Change Boat button to change your Boat alternatively, click the Change Customer button to select by Patron. 3.   The Transaction Selection displays all transactions, receipts, invoices, credits ...
    • Havenstar User Reference Guide for Version 3.0 to 3.3

      The attachment takes you to the full version of the manual so you can print a copy as required.  To view the manual, select the tab Attachment and you will then see the link to the file.