Forum Discussion

theresa57's avatar
theresa57
2 years ago

Monthly Ageing on Statements

Hi there   Issuing a statement for 31st August, customer has outstanding July and current August invoices. The statement shows the total as current only but it should be current with a portion over...
  • Genreve_S's avatar
    Genreve_S
    2 years ago

    Hi theresa57, 

     

    Thanks for posting and welcome to the Community Forum. 

     

    I understand how important it is that the customer statements we send are accurate. There are 3 ways we could set the customer terms, from the preferences (default for all customers), from the customer card (default for the customer), or when creating the invoice (invoice specific). I would suggest checking each invoice that makes up for the values on the statement and seeing if all of them have the right payment terms, if not we can correct them. If all invoices have the correct payment terms, I suggest sending us screenshots of the statements and what the invoice terms look like. 

     

    Let us know if you require any further assistance with this.

     

    Cheers, 

    Genreve

     

Genreve_S's avatar
Genreve_S
MYOB Moderator
2 years ago

Hi theresa57, 

 

Thanks for posting and welcome to the Community Forum. 

 

I understand how important it is that the customer statements we send are accurate. There are 3 ways we could set the customer terms, from the preferences (default for all customers), from the customer card (default for the customer), or when creating the invoice (invoice specific). I would suggest checking each invoice that makes up for the values on the statement and seeing if all of them have the right payment terms, if not we can correct them. If all invoices have the correct payment terms, I suggest sending us screenshots of the statements and what the invoice terms look like. 

 

Let us know if you require any further assistance with this.

 

Cheers, 

Genreve

 

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