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How to determine the customers in the standard Generate Statement page

edited Jun 2, 2025 2:29PM in Search / Reporting 10 comments

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:

  1. transaction date between the start date & statement date AND
    1. transaction type is sales order & status is Billed OR
    2. transaction type is Customer Deposit & status is Fully deposited OR
    3. transaction type is Invoice & status is Paid in Full

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