Forum Discussion

Shezza1's avatar
Shezza1
16 days ago

Invoices aren't showing up in the correct field on a statement

I have noticed on my statements that if the date of a invoice is August 2024 & the statement date is 31st August 2024 it's not showing up in the Current Field but in the 30 Day Overdue.

  • Isaiah_C's avatar
    Isaiah_C
    MYOB Moderator
    15 days ago

    Hi Shezza1,

     

    It seems that invoices dated August 2024 are appearing in the "30-day overdue" column on your statement dated 31st August 2024. This is likely due to how MYOB calculates the aging of invoices based on the terms set for each one.


    For instance, if the payment terms are "30 days from the date of issue," an invoice dated early in August 2024 might be considered 30 days overdue by the end of the month. However, if this doesn't align with your intend payment terms, there might be a configuration setting we can adjust to better match your needs.

     

    I recommend checking the terms set for these invoices and reviewing the statement settings to ensure they are configured correctly.

     

    Regards,

    Sai