Im using MYOB Account Right and my statments are confusing all my customers. I have all customers set up as Number of Days after EOM, then balance Due 30. When I print the statement for example for end of June, the statement shows May and June as June overdue only but I can clearly see May is oustanding and statement shows May not overdue.
Please help as I am getting some very frustrated customers.
To assist is someone helping me. I also have my preferences setup in Reports & Forms to Use Monthly Aging
Hi there Rebecca711
I understand that the statements from MYOB Account Right are causing some confusion for your customers. The terms for each customer depend on the details that were set up initially. It seems like you have set up your customers as "Number of Days after EOM, then balance Due 30". If the statements are showing May and June as June overdue only, it might be due to the way the terms are set up. You can check this link and make necessary adjustments if needed. Feel free to post again if you encounter issues in the future.
Best regards,
Doreen
Thank you. Can you please advise how to change terms so that a May Invoice will show on bottom of statement as overdue when I send statements out in July - currently not working. How do I check how terms are setup as have gone into card file and they are setup exactly as stated above.
Hi Rebecca711 ,
There is a chance that the setup for the card is not the same terms used in the invoice. You can check the invoice individually by opening it and clicking the blue arrow next to terms beside the name of the customer. Additionally, you can read through the article 'Credit Terms' to understand how the function works.
In the meantime, feel free to create a new thread if you need any other help.
Thanks,
Genreve
Hi Genreve,
See below, setup as per your instruction above how it should be and still doesnt show May Overdue in Statement, is it a possibility that I need to change the terms so that if using Months on statement it will actually show as overdue
I just tested changing to due in 30 days for May Invoice and still does not show up as Overdue when I look at July statement.
Hi Rebecca711,
My apologies for the late response. If you're still experiencing this issue, I recommend reaching out to our Virtual Assistant, MOCA. MOCA is designed to dive deeper into issues like this. Give it a try!
Feel free to engage with MOCA through myob.com/support for any queries or assistance you might need. If MOCA can't provide the help you need, our live chat team is available to pick up from where MOCA left off.
Regards,
Earl
