Hi All
Can MYOB AccoutsRight email customers statements in excel format?
Hi @Envirolab
Thanks for your post. When you email customer statements it will be automatically send in a PDF format. Alternatively you could run the Receivables Reconciliation [Detail] report and export it to Excel and send this to the customer. This report will show you what'll appear on your customers' statements.
Go to the Reports menu > Index to Reports > Sales > Receivables Reconciliation [Detail].
Change the As of date to the statement date and set the Ageing Method to Days Overdue Using Invoice Terms.
Self-help & Learning
Level up your skills and find answers across all MYOB products
Help Guides
MYOB Academy