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We are currently sending statements to our clients. these are only produced for accounts with invoices older than 30 days at statement date. I would like to send statements to clients who have invoices outstanding, independently of the age.
for example, on the 1st day of august, i would like to send statements to everyone, even if their invoices were processed on 31 July and even if this is the only outstanding invoice on their account.
is this possible and where would I find the settings for this please?
Hello and thank you for your post:
The default Report Writer Statement in combination with the Date to Print selected in the Print Receivables Statements should allow you to print statements for customers with invoices in their "Current" bucket. You are likely using a different setting in the Date to Print option in the Print Receivables Statements window that is controlling this. You might also be using a Modified Report that has removed the Current Aging bucket from the report. I have included a screenshot below of what the report looks like by default, using the default version of the RM Statement on Blank Paper from the Fabrikam company. I used a Date to Print of 4/1/2027, when my current system date for Fabrikam is 4/12/2027. I did summarize the data from before that particular date as well, just to be able to show the whole report for this Customer.
As you can see in the screenshot, the report shows Invoices and Payments from the period that I ran the report for, even though they are not 30 days old. These transactions add up into the Current aging bucket at the bottom of the report.
Please let me know if that helps to explain how the RM Statements work!
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