Customer Support

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Using the Customer Support Portal
- Navigating & using the portal
  - Customer Support Portal: Overview and Features
  - How to use the iplicit Customer Support Portal
Getting Started
- General information
- API set up & troubleshoot
- Data Backup and Recovery
- Cybersecurity and Incident Response
- Vendor and Third Party Management
General Ledger
- GL Reconciliation
  - What is the purpose of the opening and closing balances on GL Reconciliation?
  - Why are the Period/Date options greyed out on a new GL Reconciliation?
- GL Postings
  - How do I view the General Ledger postings of my Purchase invoice?
  - What usage tick boxes do I need to tick for debtors control account default?
- Documents
- Reporting
- Legal Entities
  - How to set up a new Legal entity
  - Can I change the name of a Legal Entity in iplicit?
User Access
- User management
- Visibility & Access control
Email & Communications
- Set up and management
- AP Automation
Bank
- Bank Account
  - How to set up a new bank account
  - A bank name is missing from the list how do I add it?
- Bank Reconciliation
- Bank Feeds
- Bank Charges
  - How do I set up charges?
- Bank Transfers
- Payment Services
  - GoCardless: Instant Bank Pay & Direct Debit
  - How do I fix "divide by zero error" when saving a bulk payment?
- Receipt Services
  - How do I post a receipt received into the bank of one Legal Entity and allocate it to an invoice raised in a different Legal Entity?
Period End
- Year End Rollover
- FX
Tax
- VAT
Budget
- Budget Set up & Management
- Budget Imports
  - Resolving the “Incorrect Syntax Near the Keyword 'FROM'" Error During Budget Import
Workflow & Authorisation
- Workflows set up and management
- Workflow Substitutions
  - How can I assign someone to approve my documents while I'm on holiday/leave?
  - How to disable workflow substitution
Purchases
- Purchase orders
- Credit Notes
  - Can I allocate a Purchase Credit Note to a Purchase Order?
  - How do I enable prepayments on a document?
- Invoices
- Prepayments
Sales
- Sales Orders
  - How do I write off a sales order?
- Automations
- Credit Notes
  - Can I create a Sales Credit Note template?
- Customers
  - Is it possible to merge two customer accounts together as one is a duplicate?
- Deferred Income
  - How do I amend deferred income on a Sale Invoice?
Intercompany
- Intercompany Functions
  - Can I review the intercompany balances between Legal entities?
Asset
- Fixed Assets Managment
Projects
- Project Set Up
  - Why is my new project not available on documents?
Import & Export
- Importing
  - How do I resolve an Auto Reversing Journal import doc_date error?
Stock
- Stock tracking
  - How can I track stock without creating hundreds of locations?
  - Why is Stock Not Updating After Document Entry?
- Integrations and Partnerships
  - Cin7 Core Connector
Training Videos
- Getting started
- Basic Functionality
- Advanced Functionality
HR Functions
- HR - Expenses, Timesheets & Resources
Downloads
- Excel Add-In
  - I am having difficulties with excel working, what can I do?

How to default a specific Customer Statement Report?

Modified on: Tue, 23 Dec, 2025 at 2:59 PM

To default the Report used for a Customer Statement:

Go to Interfaces and drill into the Customer Statement line, as per the below example.

Once in the Interface, within the Configurations tab is where the default Report is set, for when wishing to send Customer Statements.
Edit, select the name of the Report required from the drop-down in the Report field, Save.