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Small and medium business | Business Central, N...
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monthly statement

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Posted on by 143

could someone share how to customize a customer statement?  the template in BC 365 is so hard to read or maybe might filter is not right?

i found it very hard to read the statement.  if i can't understand the statement, how can i expect my customer to understand it

thanks

  • Suggested answer
    YUN ZHU Profile Picture
    81,665 Super User 2025 Season 1 on at
    RE: monthly statement

    Hi, For standard customer statement report.

    https://docs.microsoft.com/en-us/dynamics365/business-central/receivables-collect-outstanding-balances#statements

    You can use the Report Extension to customize standard reports.

    https://yzhums.com/10723/

    Or create a new customer statement report, which is generally required for new customers.

    Hope this info helps.

    Thanks.

    ZHU

  • Suggested answer
    Inge M. Bruvik Profile Picture
    1,021 Moderator on at
    RE: monthly statement

    If you have specific requests on how you want that statement to look i would recommend that you work together with your partner to find a layout that meet your requirements.

  • André Arnaud de Calavon Profile Picture
    294,208 Super User 2025 Season 1 on at
    RE: monthly statement

    Moved the question from Dynamics 365 Finance to the Dynamics 365 Business Central forum.

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