ID #1660

Is it possible to print statements of multiple customers in bulk?

Scenario: I want to send the account detail/transaction statement of my customer to them.

Answer: Please use the following steps.

Step1: Creating a customer with account

  1. Go to Main > Master Data Management > Others > Customer Master (M > O > C)
  2. Enter customer details.
  3. Set “Allow Credit Sale = Yes”
  4. Go to “Account” field
  5. Press “Ctrl + N” to create a new account for the customer (or press Alt + L to select an account for the customer).
  6. Pressing Ctrl +N will lead you to the account creation screen
  7. Enter the account name
  8. Set “Group Name = Sundry Debtors”
  9. Enter the email ID
  10. Enter other details
  11. Save account master
  12. Save the customer master
  13. Repeat the above mentioned steps to create more customers.

Step2: Now create various types of transactions (as Sale, Sale Return etc.) on that particular customer.

Step3: Printing the transactions reports in bulk

  1. Go to Main Menu > Financial Management > Transaction > Voucher Entry (F > T > V)
  2. Press Alt +D, it will open the display screen
  3. Now, press Ctrl + B (or you may also use ‘^B Bulk Print’ button). It will open bulk print screen
  4. Enter the date range in “Date From” and “Date To” field
  5. Go to ‘Name’ Field
  6. Press Alt + L
  7. Select customer names from the list for whom you want to print the transaction details
  8. Press Alt + P (or yo0u can also use ‘-P Bulk Print’ button on the screen)
  9. It will generate a single print preview with statements of all the selected accounts.
  10. Take a print out of the preview or save it in various formats for other use.

 

 

 

For more details please visit:

 

Tags: Print, Setup

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