Aging is calculated based on the Age Invoices By and Aging Categories settings in Receivables Policies. The Statement Date setting in Print Customer Statements is the starting date for the aging calculation.
Note: Finance charges may need to be applied before customer statements are printed. See Assess Finance Charges.
The customer statement will match the AR Aging report if the same criteria are used in Report Options. Follow these steps:
Open the AR Aging report under Reports | Financial.
In Select Documents By, specify Posted Date or Document Date.
In Selection Date, specify the same date that you enter in the Aging Date field on the next row, which is the date by which to age the documents.
In Using, specify Specific Aging Date, so the documents are aged ‘on the fly’ when the report is run.
In Aging Date, again, specify the date by which to age the documents.
Open Print Customer Statements under Financials | Receivables.
In Statement Date, specify the same date as in the Aging Date field on AR Aging and then complete the customer statement.