Welcome to The Forum SA. As a visitor you have read only access to the public content areas of this website. You will have to register as a member to access all content, post messages and network with our members. Membership is free and registering is quick and easy. You can click here to register now and become a member within minutes.
My statement prints the full outstanding customer balance in 120+ days. How do I get this to print in the correct columns (i.e. current/30 days/60 days)?
It's the first time I'm printing statements. I have customised the statement template, but cannot find anything in my customer control / account settings that can cause this...?
Hi ADT44 - firstly check that your setup is correct.
The default setup for all new customers is found in "Setup - Customers - " go to the "Default" tab at the top and check that your settings are for Monthly at 30 days.
If this is incorrect and you have added customers, they will all have this default. They will now have to be changed individually as you can overide a particular customers settings by going to "Edit Customers" and chosing the "Terms" template. You can set your prefered terms there.
If those are all correct then do a printout of your Age Analysis (View - Customers - Monthly/Periodic / Age Analysis)
Ensure that your "Print this year" is checked
Period for monthly customers is for the correct month
Print "from first aging onwards"
Does that reflect correctly?
No act of kindness, no matter how small, is ever wasted. - Aesop "The Lion and the Mouse"
We process personal data about users of our site, through the use of cookies and other technologies, to deliver our services, personalize advertising, and to analyze site activity. We may share certain information about our users with our advertising and analytics partners. For additional details, refer to our Privacy Policy.
By clicking "I AGREE" below, you agree to our Privacy Policy and our personal data processing and cookie practices as described therein. You also acknowledge that this forum may be hosted outside your country and you consent to the collection, storage, and processing of your data in the country where this forum is hosted.
Comment