How do I show only outstanding invoices on customer statement?

Summary

Steps to show only outstanding invoices on customer statements.

Cause

There are two reasons why a statement will be printed with a $0 balance:

  • The total of unpaid invoices net out to $0 (eg. a $100 invoice and a $100 prepayment)
  • The Include Invoices Paid in the Last ### Days on Statements field is greater than 0

Resolution

Note: There is no option to select outstanding invoices only to show in the customer statement. Currently, it will show payments and invoices paid or unpaid as at date selected as designed.

Method A: Set the field value to 0 days

  1. Change this setting in Setup, Settings, Receivables, Options.
  2. Change the field Include invoices in the last ### days on statements to 0.

Method B: Apply prepayments and unpaid invoices against each other to clear them

  1. See How do I apply multiple payments against a sales invoice?

Print customer aged report with zero days to include invoice paid

  1. Go to Reports.
  2. Select Customer and Sales, Customer Aged, Detail.
  3. Select the Customer.
  4. On the As At date field, add the correct date.
  5. Under Include invoices paid in the last xxx days field-enter zero and click OK.


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Solution Properties

Solution ID
221924950015087
Last Modified Date
Mon Nov 21 17:54:25 UTC 2022
Views
0