What type of customer statement should Kelly choose to send a list of sales receipts, invoices, and payments with a balance for a specific date range?

To provide a comprehensive overview of transactions for a specific date range, the Transaction Statement is the ideal choice. This type of statement is designed to present detailed information regarding individual transactions, including sales receipts, invoices, and payments occurring within the selected timeframe. It offers a complete view of all activity, which allows the customer to see how their balance has evolved based on these specific transactions.

By using a Transaction Statement, Kelly can deliver clear, organized, and detailed financial information that enhances the customer's understanding of their account activity. This statement format emphasizes the unique transactions, making it easier for customers to reconcile their accounts and understand their current balance.

In contrast, a Balance Forward statement typically summarizes the total balance from a prior period without detailing individual transactions. An Open Item statement focuses on items that are not yet settled, and a Summary Statement consolidates information into broader categories without providing specific transaction details. These options do not sufficiently meet the needs of providing a detailed view of all transactions within a certain date range.