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Customer Statement including unposted transaction

  • 19 September 2023
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R
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Hi, is there a way to include unposted transaction in Customer Statement ? or creating a alternate customer statement which include unposted transaction?

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Best answer by Laura02 20 September 2023, 20:56

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Raphael

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kandybeatty49
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HI @raphrf 

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

 

Kandy ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
R
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@kandybeatty49 not exactly, i want to include any of theses invoices status :

 

Raphael
Laura02
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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.

Laura

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~

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