Hi,

JJD said:

show customer/remind that there are OTHER invoices still outstanding

If you are using the former 'Simply Accounting' Sage 50 Canadian, you can change the setting in Setup | Settings | Receivables | Options, under Customer Statements, to 'Include invoices paid in the last [_] days on statements'.  All unpaid invoices and balances owing can be printed together with recent payments.

JJD said:

WHILE entering the receipt which you have to do anyway when funds are received - with NO EXTRA STEP to produce and also send a statement.

I can't see a way to automatically configure printing a statement every time a payment is received.  I've seen some fairly amazing things done with AutoHotKey macros, but in Sage 50 Canadian the payment APIs are not part of the SDK.

JJD said:

If this is easily alterable in Crystal Reports - how do I get at that specific query to alter ?

The data isn't part of the Crystal Reports CSV in Sage 50 Canadian.  The raw data is in the two tables tCusTr and tCusTrDT, which share a key, and there is a customer ID that is the primary Key for tCustomr. 

tCustr has a dPreTaxAmt field that looks like it would be for reports (but doesn't seem to be used).  tCusTr has a 'dAmount' and a 'dAmtOwg' balance field, but it is not the balance owing on the invoice, and is not updated when the invoice is paid.

tCustomr has statistical amounts, but not a balance owing

So you have to do a summary query on each active record in tCustomr, joined to the related records in tCusTr, each joined to its related records in tCusTrDT, in order to get the balance of each invoice, if any.

If you would like to suggest to Sage that they add the capability to automatically generate a statement after posting each receipt, select help | Contact Sage | Give us your Feedback, and put a suggestion in the box.

If you are using the former 'Peachtree' Sage 50 US software, I'm not familiar enough with it to make suggestions.

I hope that helps, please post back.

Hi,

JJD said:

show customer/remind that there are OTHER invoices still outstanding

If you are using the former 'Simply Accounting' Sage 50 Canadian, you can change the setting in Setup | Settings | Receivables | Options, under Customer Statements, to 'Include invoices paid in the last [_] days on statements'.  All unpaid invoices and balances owing can be printed together with recent payments.

JJD said:

WHILE entering the receipt which you have to do anyway when funds are received - with NO EXTRA STEP to produce and also send a statement.

I can't see a way to automatically configure printing a statement every time a payment is received.  I've seen some fairly amazing things done with AutoHotKey macros, but in Sage 50 Canadian the payment APIs are not part of the SDK.

JJD said:

If this is easily alterable in Crystal Reports - how do I get at that specific query to alter ?

The data isn't part of the Crystal Reports CSV in Sage 50 Canadian.  The raw data is in the two tables tCusTr and tCusTrDT, which share a key, and there is a customer ID that is the primary Key for tCustomr. 

tCustr has a dPreTaxAmt field that looks like it would be for reports (but doesn't seem to be used).  tCusTr has a 'dAmount' and a 'dAmtOwg' balance field, but it is not the balance owing on the invoice, and is not updated when the invoice is paid.

tCustomr has statistical amounts, but not a balance owing

So you have to do a summary query on each active record in tCustomr, joined to the related records in tCusTr, each joined to its related records in tCusTrDT, in order to get the balance of each invoice, if any.

If you would like to suggest to Sage that they add the capability to automatically generate a statement after posting each receipt, select help | Contact Sage | Give us your Feedback, and put a suggestion in the box.

If you are using the former 'Peachtree' Sage 50 US software, I'm not familiar enough with it to make suggestions.

I hope that helps, please post back.

"The data isn't part of the Crystal Reports CSV in Sage 50 Canadian. "
Oh, is it that a .csv is generated on the fly by SA for whatever report engine as part of the command to email or print ?

We are using Sage 50 Pro Cdn; I happen to like Crystal Reports and so am still using it from when it was included in a prior version (when it was called Simply Accounting).

Will using the Sage 50 Form engine instead (or for this form only) do what I want or be easier to modify for this ?

JJD said:

is it that a .csv is generated on the fly by SA

Yes, and as far as I can see, the content can't be modified except by Sage, in development.   You can view it in the schema.ini file, but the exported content can't be changed from our end.

JJD said:

We are using Sage 50 Pro Cdn; I happen to like Crystal Reports and so am still using it from when it was included in a prior version

We held off on installing all updates after 2014.2 in that year as we had made a sales order into a stock pick sheet that printed a field from Additional Info we use for warehouse bin location.  Fortunately the 2015.1 release could print the 'Additional' field so we were able to stay with Sage 50.

The current invoice balance may be added to the CSV export as well.

JJD said:

Will using the Sage 50 Form engine instead (or for this form only) do what I want

Up to the latest version 2016.3, no. 

Printing the unpaid balance on an invoice can't be done with the current Sage forms, we have to print a statement to get that information out.  

Sage has indicated that they will provide this as part of their forms in a future release.