Adding support for a balance forward customer statement

Overview

You may get a customer or two who wants a balance forward statement. You can do this, but you have to download the statement from the Readysell store the first time you set this up.

Procedure

From the navigation panel select reports, form reports. Then on the Readysell store select browse the store

Find the report "Statement of Account Balance Forward", then click "Download"

Click on relationships then cards from the navigation panel

On the settings, customer settings tab of the customer that wants a balance forward statement. Click on the "Statement" field then search for  "Statement of Account Balance Forward".

Then click save. The customer is now set to get a balance forward statement.