How To: Filter the Statements Page
When an AR Company pays for an Order using a Credit Term, business owners will seek payment in a Statement. Statements are sent to the Company Contact to collect Payment based on the Payment Terms agreed on with the Company.
Statements are located in Payment Terms, which can be found under the Admin panel of the TapGoods PRO menu.
On the Statements page, you can Filter the contents that appear on the page with the Filter button.
The Statements page can be filtered by:
Location [Multilocation]: Filters statements based on the location they were created in.
Creation Date: Filters statements based on when the statement was created.
Contact Categories: Filters statements based on the contact category assigned to the contact.
AR Aging: Filters statements based on how long the balance has been outstanding.
Once you have selected the desired Filters, click Submit.