Customer Statements
Having an issue with customer statements that are automatically sent at the start of each month by MYOB. Customers have asked us to include our banking details on the statement. As we have only 1 template defaulted it should alread have this information included as it is the same used for invoices. When we preview a customer statement via the sales tab, selecting default template, it shows these details there. Why would it not be showing on statements that are automatically sent by MYOB at the beginning of the month? I also confirmed in the templates and opened up the default template and chose "preview as statement" and again it displays this information. What am I doing wrong that the automated statements appear not to heve this bank detail information? Am totally stumped and may need to labouriously manually sent out monthly statements to resolve. Thank you.
Statements: Ability to sort customers by oldest invoice amount
Hi It would be great if you could seewho to select to send statements based on age - at the moment you can only sort by age on the view invoices screen,but then have no idea who these older debtors are on the statement screen. Could the statement screen include invoice info? And if printed statements could show a detailed record of payments made by debtors, it would be much more helpful. regards Jill "improvements to working with statements"
