Mid-Month Statement

To create a Mid-Month Statement:

1. In Paladin, on the top ribbon, select the Reports tab.
2. In the Report Area pane, select Accounts Receivable > Statements.
3. In the Report List pane, select Mid-Month Statements.
4. In the Choose Report pane, click F12 Next.
5. In the Report Settings pane, on the Search by line, do one of the following:
   • Enable Account number. On the Accounts line, select the account number from the list.
     • To create a report for one account only, select the same account number in both lists.
     • To create a report for a range of accounts, select the lower account number in the left list and the higher account number in the right list.
   • Enable Customer name. On the Customers line, select the customer name from the list.
     • To create a report for only one customer, select the same customer name in both lists.
6. Make sure that the following checkboxes are not selected:
   • Hide accounts with zero balance
   • Hide accounts with credit balance
7. Print Transaction Details option. By default, this option is unchecked. When checked, the customer’s current balance and purchase history are provided for that statement period.

8. In the Sorting Options pane, click F12 Run Report. 

A PDF file of the Mid-Month Statement opens.