Forum Discussion

SaraChamberlain's avatar
SaraChamberlain
User
4 months ago

AccountRight Customer Statements

How can we configure our Statement settings in AccountRight to also show past invoices and the customer payments received.

 

Currently it only shows current open invoices and/or overdue invoices.

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  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator
    4 months ago

    Hi SaraChamberlain,

    Thanks for your post, and welcome to the Community Forum! The Customer Invoice Statement displays individual invoices, payments, and the total amount due. To customize the statement further, navigate to Setup > Preferences > Reports & Forms. In the ageing section, you can set the period to your desired range, such as 60/120/240 days. Adjusting this setting will include the full range of payments you're looking for on a single statement. This helps streamline your reporting and provides a comprehensive overview of outstanding balances within your specified timeframe.

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

     

    Regards,
    Earl