This is the main statement homepage. The page is divided into two main parts. The top is the search form and the bottom will show the results. Statements are a time stamped report or "snapshot" of who owes you what. Each statement is independent of the numbers and invoices that it includes. What this means is that once the statement is created, all numbers and values are frozen in time (just for that statement). The best way to think about this is the picture analogy, say you are on a trip and stop at a really cool location and take a picture. That moment in time is frozen on the picture even though your trip continues. Once you create a statement, the application takes a "snapshot" or picture of where things are at and freezes the values. In the background, the actual invoices, deposits, and payments may continue but the statement is unchanged and stands as a single defined date/time stamp of where the customer was at with payments, activity, and amounts owed.

Most of the page values should be fairly self explanatory except for the customer id field. If anything is entered into the customer id field, that value will take precedence over any other customer name filter. Also, if the system passes in a customer id number, the default dates will show the full year-to-date results for that customer. The normal standard date range is a 30 day look-back period. The dates may be changed to whatever is needed for the situation. If the search criteria form is hidden, use the show/hide button to interact with the search form.

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