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Ashlee1001's avatar
Ashlee1001
User
2 years ago

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 outstanding, are showing as current.

 

They should be showing at 30+ overdue, meaning they would be due end of January, now that its end of Feb its still stating current. 

 

This has happened for quite a few customers - is there any way to fix, or any reason why its happened? 

current
invoice
overdue
Statement

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  • 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