Sending customer statement as at 310321 (customer pd 9/4). Is there a way of showing the statement with the actual balance at that date rather than £nil it is showing?

Hello Jon 81, 

Welcome to the Community page, 

Can we ask which of the 3 options on the statement are you selecting as the statement type is it balance forward, open item or transaction statement and also have you been entering the date of what you want to the transaction to show.