Customer statements will only reference invoices?

When I go to print customer statements, the reference will only show if it is for the Invoice #. At the very least, I want it to reference invoice #s AND credit #s. If it's possible though, I would also like for it to reference the check # for paid invoices. I've tried messing with the formula but I can't seem to figure it out.

  • If your customers are set to "Open Item Customer" in Customer Maintenance, the statement should print both credits and payments with the check number.  Are you using a Standard Statement, or one that has already been customized?  Maybe start a new statement form to see what prints by default.  When you are on the Statement Printing Screen, you can set "Credit Balances" = Yes to add Credit Memo's.  I am seeing the Check Number in the "description column" with the prefix of "Payment Ref:" followed by Check Number.

  • in reply to StefanouM

    All customers are set to Open Item Customers. The only way a credit memo # will print, is if it was applied to an open invoice. Otherwise It just shows up the dollar amount under the credit section, and blank where the credit memo # should be. For check # you are correct, thank you!