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theresa57's avatar
10 months ago
Solved

Monthly Ageing on Statements

Hi there

 

Issuing a statement for 31st August, customer has outstanding July and current August invoices. The statement shows the total as current only but it should be current with a portion overdue?  I have checked my Balance Due Days - 20 from EOM.   How can I fix this please?   

  • Hi theresa57

     

    Thanks for posting and welcome to the Community Forum. 

     

    I understand how important it is that the customer statements we send are accurate. There are 3 ways we could set the customer terms, from the preferences (default for all customers), from the customer card (default for the customer), or when creating the invoice (invoice specific). I would suggest checking each invoice that makes up for the values on the statement and seeing if all of them have the right payment terms, if not we can correct them. If all invoices have the correct payment terms, I suggest sending us screenshots of the statements and what the invoice terms look like. 

     

    Let us know if you require any further assistance with this.

     

    Cheers, 

    Genreve

     

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  • Hi theresa57

     

    Thanks for posting and welcome to the Community Forum. 

     

    I understand how important it is that the customer statements we send are accurate. There are 3 ways we could set the customer terms, from the preferences (default for all customers), from the customer card (default for the customer), or when creating the invoice (invoice specific). I would suggest checking each invoice that makes up for the values on the statement and seeing if all of them have the right payment terms, if not we can correct them. If all invoices have the correct payment terms, I suggest sending us screenshots of the statements and what the invoice terms look like. 

     

    Let us know if you require any further assistance with this.

     

    Cheers, 

    Genreve