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Ashlee1001's avatar
Ashlee1001
Member
2 years ago
Solved

Statement showing what should be "overdue" as "current

I have just tried to print and email February statements, and when reconciling, ive noticed that the customers I have who are on 30 days end of month terms, who have december invoices still outstandi...
current
invoice
overdue
Statement
  • AndrewStephen's avatar
    AndrewStephen
    2 years ago

    Hi Ashlee1001 

    Not if you are using EOM + 30 days

    We get around it by having a statement template with the date being a text field ie 28/02/2023 rather than the selected statement date.


    Then we print the statements for 03/03/23 using this statement template which will show the correct aging on the statements.

    I try to make sure that the February statements are ready to be emailed before I start entering new invoices on 01/03/23

AndrewStephen's avatar
AndrewStephen
Valued Cover User
2 years ago

Hi Ashlee1001 

Not if you are using EOM + 30 days

We get around it by having a statement template with the date being a text field ie 28/02/2023 rather than the selected statement date.


Then we print the statements for 03/03/23 using this statement template which will show the correct aging on the statements.

I try to make sure that the February statements are ready to be emailed before I start entering new invoices on 01/03/23

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