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
