Odyssey will allow a user to create one of three types of statements:
- Balance Forward Statement
- Transactional Statement
- Open Statement
To create a statement:
- Select the 'Accounting' tab
- Select 'Statement'
- Select a statement type under 'Statement Type'
- Input a start date and end date under 'Start Date' and 'End Date' respectively
- Select the customer's balance status under 'Customer Balance Status'
- You may choose from 'All' balances or only 'Open' balances
- A list of customers and their balance will be listed
- Select 'Print' next to any customer's balance to print or view the PDF
- Select 'Close' to close out of the statement section of Accounting
Example of a Balance Forward Statement