00:08After that, we can transact on trade invoices
00:11to our customers
00:12to record
00:15what we're going to do with our customers.
00:18Now, there are a way to do it
00:20for us to sign up for formal
00:22and professional.
00:23You can see it on the homepage
00:25section of customers
00:27and it's called
00:30Statements.
00:32Open natin.
00:34Ito po yung window ng ating Statements
00:36or Create Statements.
00:38Pwede din po ito ma-access sa menu bar
00:40by clicking Customers
00:42tapos Create Statements.
00:46At yun din pong lalabas.
00:49Pisaan natin.
00:50Close ko muna itong homepage para walang distraction.
00:53Ang Create Statements ng window
00:54ay nahati po sa tatlo.
00:56Select Statement Options.
00:58Select Customers.
00:59At Select Additional Options.
01:01Dito muna tayo sa Select Statement Options.
01:04Unahin natin itong Statement Period.
01:08From at saka to.
01:10Ito po ang importante
01:11dahil depende po sa ating i-range dito
01:14or isi-set dito.
01:16Kunwari, January 1
01:19to February 28th
01:23para 2 months, January to February.
01:26Yan pong date range na ginawa natin.
01:28Diyan lang po na date lalabas
01:30yung mga transaction na ginawa natin
01:31sa ating mga customers.
01:33Sunod naman itong Statement Date.
01:35Itong Statement Date
01:37ay magsisilbing date ng ating statement.
01:40Dahil ang ating statement
01:41ay isang formal
01:42at professional na letter,
01:44kailangan meron po itong date.
01:46Pwede ko pong gawin ito
01:48as of today, February 19th,
01:49nung ginawa ko itong procedure na ito.
01:52Pero pwede din po in advance,
01:53kunwari,
01:54from 19,
01:56ngayong Sabad ako ibibigay.
02:01Pwede din po.
02:04Ngayon po,
02:05kung mapapansin ninyo,
02:06wala pong February 28th,
02:07pero nirange ko na sa February 28th
02:09yung ating statement period.
02:11Okay lang po yan.
02:12Pwede nyo ilampas po,
02:13but just in case,
02:14hindi na tayo malito.
02:15Fix po yung isip natin,
02:17solid January at solid February
02:19yung sinet natin na statement period.
02:21Para hindi po tayo malito.
02:23Buong January at buong February
02:24yung date range natin.
02:25Okay lang po yun.
02:27Or kunwari,
02:28as of today na lang.
02:30Okay lang din po yan.
02:31I-paint ko po ngayon
02:32para mabigay ko mamaya.
02:35Sunod naman po,
02:36dito tayo sa select customers.
02:37Ang pinaka-simple
02:38at pinaka-the best option po
02:40para sa akin
02:40ay itong
02:42one customer.
02:44Pag-click natin
02:45ang one customer na option,
02:47may lalabas po ng field
02:48na merong drop-down arrow.
02:51Dito natin makikita
02:52yung mga customers natin
02:53na gagawa natin
02:54ng statements.
02:56Piliin ko si company customer 2.
02:59At kahit po,
03:00yan lang ang sinet natin,
03:02pwede na tayo makagawa
03:03ng ating statements.
03:05Preview natin.
03:07Ito po yung print preview
03:09ng ating statements.
03:10Formal at professional tingnan.
03:12Ngayon po,
03:12pag-print natin ito
03:13at binigay natin
03:14sa ating company customer 2,
03:16makikita niya dito
03:17yung kailangan niyang bayaran.
03:21Amount due
03:22na 2,160.
03:23Ngayon po,
03:24kung magtataka siya
03:25kung bakit umabot
03:26ng 2,160,
03:28meron po tayong
03:31supportings
03:31sa ating ending balance.
03:34Supporting po
03:34ng mga transaction niya
03:35sa atin.
03:37Ito po,
03:37ang lumabas
03:38ng mga transaction
03:38base po sa ating
03:39date range
03:40na January to February.
03:42Na dito po yung
03:43invoice transaction,
03:45invoice date,
03:46at invoice number.
03:47Ito po yung mga due date,
03:49later na po yan
03:49sa ating future lessons.
03:52Makikita din natin dito
03:53yung ating
03:54statement date,
03:56February 19.
03:57As of today,
03:58sa paggawa ko
03:59ng statement ngayon.
04:01At nakapangalan ito,
04:03kay company customer 2
04:04nung pinili natin.
04:09Kahit hindi niyo na po
04:10galawin itong
04:11select statement options
04:12na settings,
04:13tapos babaguhin niyo po
04:14yung customer,
04:15kunwari from customer 2
04:16o company customer 1,
04:21magagamit po niya
04:22yung last settings natin
04:23sa ating date.
04:24Ang kailangan bayarin
04:25ni customer 1,
04:27nakakalagan ng
04:281,110.
04:33Bakit umabot
04:34ng 1,110?
04:36Dahil sa dalawang
04:37invoice na ito.
04:44Ang ating statements,
04:46medyo dry
04:46at simple lang.
04:47Pero sa ating future lessons,
04:49pwede natin ito pagandahin
04:50at ipersonalize.
04:53Ngayon po,
04:54itabi ko lang ng konti
04:54itong create statements
04:55ng window natin,
04:57tapos gawa tayo
04:58ng isang report.
05:00Bata tayo ng reports,
05:01tapos customers and receivables,
05:04tapos customer balance detail.
05:08Arrange ko lang ito
05:09sandali.
05:13Yan po.
05:14Tapos,
05:16piliin ko ulit
05:16si company customer 2.
05:19preview natin.
05:22Tapos,
05:23i-resize ko lang itong
05:24print preview.
05:27Pareho po ba
05:28sa ating company customer 2?
05:32Pareho po.
05:34Eh,
05:35company customer 1 kaya?
05:42Pareho din ba?
05:45Pareho din.
05:46Dahil ang ating create statements
05:48ay pareho sa ating report
05:49na customer balance detail.
05:52Ang create statements,
05:53ginawa pong formal.
05:56Kasi ipiprint natin ito
05:59para ibigay sa ating mga customers.
06:02Pangit naman po kasi kung,
06:04pangit naman po kasi kung,
06:06customer balance detail na report,
06:07yung ibibigay natin.
06:08Dito po sa ating statements,
06:09pwede pa natin itong
06:10gawa ng mga
06:11terms and conditions
06:13at marami pang iba.
06:15Tabi ko muna itong report natin.
06:18Isa pang advantage
06:19ng create statements
06:20kumpara po sa ating
06:21customer balance detail na report
06:22ay itong option
06:24na nasa select
06:25additional options.
06:26Itong
06:27show invoice item details
06:29on statements.
06:31Pag-check natin ito,
06:34tapos kin-click natin
06:35itong preview,
06:37pansin ninyo,
06:39nilagay po ni QuickBooks
06:40sa ilalim
06:41ng mga invoice transaction
06:42yung mga items nito.
06:46Kaya additional transparency po ito.
06:50Kung ikukumpara natin ito
06:52sa ating report,
06:58kumpara po sa ating
06:59customer balance detail
07:00per transaction lang po.
07:03Pero sa ating statements,
07:05nakapartransaction na,
07:06meron pa pong option
07:07na pwede isama
07:08yung mga items
07:09sa loob ng invoice
07:10na transaction.
07:11Para nga naman
07:12additional transparency
07:13sa ating mga supportings.
07:15Pero optional lang po ito.
07:16Kung gusto nyo isama,
07:18okay lang po.
07:19Kung ayaw ninyo,
07:20i-check nyo lang po itong
07:21show invoice item details
07:23on statements.
07:24Kasi po,
07:24ang disadvantage din ito,
07:26kung marami ng transaction
07:27yung ating customers
07:28na hindi bayad,
07:30madali pong humaba
07:31yung ating papel.
07:33So,
07:34baka po umabot
07:35ng tatlong papel,
07:35timang papel.
07:36Kung gusto nyo makatipid
07:37sa papel,
07:39pwede nyo po i-check
07:39na lang ito
07:41para humigsi po
07:42yung presentation niya.
07:45Ayan po.
07:48Kaya,
07:49ganito lang po
07:49kadali gumawa ng statements
07:51sa ating QuickBooks.
07:53Transact lang kayo
07:53at i-re-record na
07:54ni QuickBooks dito.
07:56Sa ngayon,
07:56ito po muna yung basic
07:57na gagawin natin
07:58sa ating statements.
08:00Maniningil tayo
08:00at kung merong questions
08:01si customer
08:02kung bakit
08:03naging ganito yung
08:04ending balance niya,
08:06meron po tayong
08:07supportings dito
08:07sa mga transaction
08:09niya sa atin.
08:12Again,
08:13basic pa po ito.
08:14Babalikan pa po natin ito
08:15pagkatapos po
08:16ng iba pa natin
08:17mga lessons
08:17sa ating mga customers.
08:19Kaya po,
08:19kung meron kayong
08:20mga invoices
08:20na transaction,
08:22subukan nyo po
08:22gumawa ng statements
08:23at i-print ninyo.
08:27Pwede nyo rin
08:28ikumpara ang statements
08:29sa ating report
08:30ng customer balance detail.
08:32Make sure lang po
08:34na pareho po
08:35yung date
08:35na i-re-range ninyo.
08:40Pwede nyo rin
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