I would like to print a customer statement that only shows the current open invoices with the net amount due (after credits have been applied to the invoices due). Can this be done?

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Posted on by T.J. Guzik

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Our statements are set up so that it will show invoices, but if they have been paid, the running total does not change. Many customers are asking for statements with only the current open invoices with the net amount due after any credits have been applied. Can this be done? Thanks!

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T.J. Guzik 130 on at

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Re: I would like to print a customer statement that only shows the current open invoices with the net amount due (after credits have been applied to the invoices due). Can this be done?

This is just for a certain customer and they paid by wire transfer.
Richard Wheeler 75,730 on at

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Re: I would like to print a customer statement that only shows the current open invoices with the net amount due (after credits have been applied to the invoices due). Can this be done?

You have to run Remove Paid Transactions under Routines->Sales. This will move the paid invoices into history. You may want to set the dates on the checks to remove to one month in the future in the event of any NSF issues.
T.J. Guzik 130 on at

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Re: I would like to print a customer statement that only shows the current open invoices with the net amount due (after credits have been applied to the invoices due). Can this be done?

Thanks. I have tried selecting that box that says open items, however the paid invoices still appear and they don't affect the running total, but they still show up. I changed the date to try to exclude them and they still show up. My invoices all have freight credits applied to them and the gross amount of the invoice appears, but the net amount is in the running total. I would just like open invoices with the net amount due. Thanks!
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Community Member Microsoft Employee on at

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Re: I would like to print a customer statement that only shows the current open invoices with the net amount due (after credits have been applied to the invoices due). Can this be done?

Yes it can be done, when you print your statements make sure you selete the type of Open Item, or you can use the summarize to date function in the report