Hi Folks,
We create orders in Accountright (Desktop version) and issue customers with receipts.
We are able to print showing the current running balance but many of our customers want the receipts showing each individual payment.
I don't appear to be able to run statements on orders.
Is there a way we can do this?
Thanks Earl,
That is what I thought but we don't convert Orders to Invoices until handover of goods. So, this does not help.
We still have a Financial Liability to the purchaser whether it is for goods or return of funds paid in advance, so I am not entirely sure I agree with your statement.
I have also tried using the Online version and whilst it shows in history it doesn't print with the breakdown, so we have to do screenshots or create a word document which in this day and age is antiquated and inefficient.
Disappointing.
Hopefully this may change in the future.
Hi RozPiara,
You're absolutely right! In AccountRight (Desktop version), statements can only be generated from invoices, not orders, since orders are considered non-financial until converted. That means they won’t show up in statements until they’re invoiced. The good news is that you can easily convert your orders to invoices. Once you do that, you'll be able to record payments and generate detailed customer statements.
Check out this guide on how to convert a sales order to an invoice: Converting a sales order to an invoice
And for more info on how to generate customer statements, have a look at this: Customer statements
Hope that clears things up!
Regards,
Earl
We create a quote for our customers. When they pay their deposit it is converted to an order. When the order arrives it is converted to an invoice. We need to be able to generate a statement showing orders and invoices for our customers? I have one customer who has 5 orders and 4 invoices.
We create a quote for our customers. When they pay their deposit it is converted to an order. When the order arrives it is converted to an invoice. We need to be able to generate a statement showing orders and invoices for our customers? I have one customer who has 5 orders and 4 invoices.
Hey ihearne,
Love the workflow you’ve mapped out and I hear you on wanting one statement for that customer with 5 orders and 4 invoices. Statements are a summary of customer invoices and payments only. There isn’t an option to include orders because they don’t hit receivables until they’re invoiced. If you want to share the orders, you can email or print them one by one via:
Here's a helpful link about customer statements. You can also run the Sales Register report, filter Sale Status to Orders or Invoices, choose the specific customer and date range, then print or export a tidy summary.
Cheers,
Doreen
