Hi
I would like to include credit notes on the reminder letter as it s only showing the invoice.
Can anyone advise how i do this please
Thank you
Try editing the letter (you didn't specify the particular one) then go to Report-Filters . You should see the expression editor window come up and it will show something like the following line
AUDIT_SPLIT.AGED_CUM_30 > 0 AND SALES_LEDGER.RESTRICT_MAIL = 0 and COMMUNICATION_ADDRESS.LETTER_TYPE_ID = 1
What I think you need to do is change the CUM_30 > 0 to be <> 0
It worked for me with a customer who had a credit balance.
Hi Ken
I am using the itemised chase letter 1 , this is the expression it currently has in there
Due > 0 ? AUDIT_SPLIT.DATE_FLAG <> 1 ? SignedAgedTransaction : 0 : 0
What version of Sage are you running ?
I'm on v28 Professional and opened up the Itemised Chase Letter 1 (Reminder) to get my data as above.
I am on version 28 but i don't seem to have the same as you, I'll add the screen shots
So i then edit this letter
but in my expression it shows the following split which seems to be different from yours
Glad to hear you're on v28.
Your screenshot of the expression editor doesn't mention the words Filters in its title. Can you go back to the Report-Filters and display the screen and post the screenshot
Hi Ken
Thank you, i see what you mean. i have now amended it and it is working as needed.
thank you very much for all your help, it is really appreciated :)
*Community Hub is the new name for Sage City