STATEMENT DESCRIPTION COLUMN

Question

Good Morning, everyone.&nbsp;Our customer "Activity" statements have the following columns:&nbsp;Date / Ref No / Description / Charges / Payments / Balance - nearly all self explanatory.&nbsp;My query is:&nbsp; in the DESCRIPTION column it shows as the following;&nbsp; Sales; Name of Customer.&nbsp; When a credit has been given to a customer I would like to be able to show the original invoice the credit relates to in the DESCRIPTION column.&nbsp; Is there a way I can do this?&nbsp;I look forward to hearing back from you.&nbsp;Kind regards,SharonNAIL EQUIP PTY. LTD.&nbsp;

mike_james · Answer

Hi NailEquip , that description comes from the journal memo in the transaction, so if you edit that before recording, then the statement will include the new text.

nailequip · Answer

Hi Mike,&nbsp;Thank you for replying.&nbsp; I tried this and it worked.&nbsp; WOOHOO!!!&nbsp; Thank you (now I just need to have our sales team remember to use it). :)

earl_hd · Answer

Hi NailEquip,We're glad to hear that the solution provided by Mike_James resolves this issue. Feel free to start a new post if you have further queries, and one of us will be happy to assist.Regards,Earl

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