Hi Happy1, Are you filling out the 'Summarize To' field? Let's assume that you are. I'll take Aaron Fitz for example. I summarized until 04/01/2017 and cut it off on 04/30/2017. I selected to print for 'Current Period Balance' and 'Exclude Fully Applied Payments'. I will get any payment made this month that was applied to an invoice included in the beginning balance and any invoice created this month. Overall, Aaron Fitz owes us money. Current Period Balance will get you a statement for any customer that overall owes you money at the end of the period. If the customer doesn't owe you money at the end of the period, no statement will print. No statement prints even if the customer had transactions during the period. If you Exclude Fully Applied Payments, you will not see payments you made this period that have been fully applied to an invoice that was created this period. You WILL see payments made this period that were fully applied to invoices dated before the 'Summarize To' field. You will always see invoices created this period, even if they were paid off this period. The only time you will not is if at the end of the period the customer overall doesn't owe you any money. If you select to print for credit balances, then you will get a statement for any customer who overall has a credit balance, it doesn't refer to individual items. If a transaction this period has a credit balance, you are going to see it on the statement. I hope this helps. Let us know how you wanted the statement to look. Kind regards, Leslie
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