Forum Discussion

Sanjy's avatar
Sanjy
Member
3 years ago

Ageing on Customer Statements

Hi   My Customer Statements are not showing overdue amounts.  They are showing overdue on reports, but not on statements.  The terms are Days after EOM and then balance due EOM.  All amounts are sh...
Celia_B's avatar
Celia_B
MYOB Staff
3 years ago

Hi Sanjy, 

 

How invoices appear on statements depends on the set up of the customer credit terms in AccountRight.  If your invoice terms were 30 days after EOM and your invoice date is for  01/01/2023 then this would be showing as current in  March on the Customer statement. 

 

I will provide you an Article that explains ageing in details:

Monthly Ageing on invoices. 

 

Let me know if you need further help. 

 

Cheers, 

Cel 

 

 

 

  • MichGreen's avatar
    MichGreen
    Member
    2 years ago

    Hi Celia, 

    I have set up my clients to - 30 days ' in a given no. of days.' ie If I have raised an invoice for the 04.04.2023 and I am printing a statement the 01.06.2023, statement is still not letting client know that the invoice is an overdue invoice. 

     

    I need further assistance with Sanjis original query.

     

    This has only recently started to occur. 

     

    Thank you Michelle 

    • Celia_B's avatar
      Celia_B
      MYOB Staff
      2 years ago

      Hi MichGreen 

       

      Thank you for your post, I'd like to extend you a warm welcome to the Community Forum, I hope you find it a valuable resource.

       

      As I have mentioned on my previous post.  How invoices appear on statements depends on the set up of the customer credit terms in AccountRight. IF your invoice terms is for 30 days after EOM and your invoice date is from 04.04.2023 it would be showing as current in May. 01.06.2023 is beyond the 30 days.

       

      Let me know how you go. feel free to post again if you need further assistance. I'm happy to help 

       

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

       

      Cheers, 

      Cel

       

    • Celia_B's avatar
      Celia_B
      MYOB Staff
      2 years ago

      HI MichGreen 

       

      I just simply want to know how you go about this issue. If the problem persists and needs further assistance, Let us know so we can assist you further. 

       

      Thanks 

      Cel

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