How to determine the customers in the standard Generate Statement page
We would like to update the email template of the bulk customer statement (Transactions → Customer → Generate Statements). But the email template is not customizable. So as a workaround, we have tried to recreate the Customer Statement. But the number of customers in the standard customer statement and our custom customer statement varies. We have created a saved search for customers.
Our criteria are given below:
- transaction date between the start date & statement date AND
- transaction type is sales order & status is Billed OR
- transaction type is Customer Deposit & status is Fully deposited OR
- transaction type is Invoice & status is Paid in Full