Customer Statement Report:
The Customer Statement Report only displays transactions that fall within the selected date range.
- Outstanding balances from earlier months will not automatically appear.
- To include unpaid amounts from previous months, you must expand the date range to cover those periods (for example, starting in October instead of December).
Outstanding Payment Report:
The Outstanding Payment Report automatically carries forward all unpaid balances, regardless of when the charges occurred.
- No date range expansion is required.
- All outstanding amounts will be included until they are paid.
Summary:
- Customer Statement Report → Date-range specific (no carryover)
- Outstanding Payment Report → Automatically includes all unpaid balances