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bjohnson@lampsales.org

Ar Statements - display of items

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AR Statements - Forms modification question. Is there a way to only show AMOUNT DUE items (invoices, credits,deposits with an amount due) on a statement? The current form includes invoices already paid and a separate line for payments to the account (without showing their application to invoices from Apply Deposits activity) the current statement is more like a recap of monthly activity, not a statement of open items.

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    bjohnson-

    You are correct.  The Customer Statements in Sage BusinessWorks are meant to recap of the monthly activity - or more specifically, a recap of what's be done since the last time statements were printed, and not just outstanding balances.  Although, not designed to send to customers, the Aging Report is a report that displays the outstanding balance.  For a better understanding of our statements please see Knowledge Base article "How to work with customer statements (18706)".  If you have more questions regarding the specifics on the statements and would like to speak with a support analyst, call 800-447-5700.

    Thanks,

    Coleen

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