I have 32 customers with multiple invoices for each.
If I open Customer Statements (Transactions), click on the Set Period button, select the time period, the only statements shown are the statements with a balance due.
If a customer has multiple invoices and all the invoices are paid, then no statement is available for that customer.
I used to be able to see and produce statements for all / any customer irrespective as to whether the invoices were paid or not.
What version of Manager are you using?
There are actually two reports. One for the transactions and the other for unpaid invoices.
Both reports work fine on my version.
I will list this as a Bug as it worked correctly in Version 18.1.69.
When selecting Customer Statements (Transactions), the report should list all transactions for the set period regardless of there being a balance or zero.
I’ve created an invoice, made it paid so the balance is zero. I can see the statement available for those two transactions even if balance of customer is zero.
@Mark1, I think there is a misunderstanding how the feature works. If you are trying to retrieve a statement for customer which has no outstanding balance and no transactions within the period, statement won’t be generated.
I mean what would be the point sending customer a statement who has zero balance and had no business with you for the period of time.
So, @Mark1, is it true that the customers for whom no statement showed had no transactions during the period? When I showed my example, I had many with zero balances. They all appeared. But I had none with zero transactions.
Hi. I am so Sorry! I can normally produce duplicate statements even if the balance was zero and I still can. When Tut mentioned transactions, I checked business reports and realised there were no transactions during date period which explains why some aren’t appearing.
Thanks for your help with this matter… It’s been greatly appreciated.