Sage 300

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Printing a statement

Posted By Valerie M over 4 years ago

Hello,

I'm trying to print a statement showing details only on outstanding invoices. When I do so, it shows all transactions even the one that are closed. How can I print a statement with partial payment only on outstanding invoices?

I've tried to select the options on criteria set up but I can't find how to do what I need.

Thanks!!

0 The Equation Team over 4 years ago

Hi Valerie,

Try changing your customer from a Balance Forward Account type to an Open Item Account Type (in Customer record on the Processing tab). then when printing your Customer Statements, on the criteria tab, ensure the option to 'Include Applied Details for Open Item Accounts' is selected.
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Sage 300

Printing a statement

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