Customer Statement including unposted transaction

  • 19 September 2023
  • 3 replies

Userlevel 5
Badge +1

Hi, is there a way to include unposted transaction in Customer Statement ? or creating a alternate customer statement which include unposted transaction?


Best answer by Laura02 20 September 2023, 20:56

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3 replies

Userlevel 7
Badge +16

HI @raphrf 

Are you talking about Open items? If so, on the customer class you can choose the statement type:


Userlevel 5
Badge +1

@kandybeatty49 not exactly, i want to include any of theses invoices status :


Badge +18

Hello @raphrf ,

Customer statements by default include only Released/Posted, Unpaid documents. There is no system option or check-box that will change the AR Statements and cause the to include unreleased and/or unposted documents.

Customizations will be required to the Prepare Statements and print statements processes, and the printed statement, to achieve your request to include unreleased documents.



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