- A statement email address has been added to the customer record. If this record is populated this will be the address statements are emailed to. The system will still email statements to the Invoice Email Address if the new field isn't populated. If the new field is populated the system will only use the statement email address value.
AR Customer Statements
- As Of Date - this date will define what invoices are included on the statement. Any invoices, or payments if included, after the Effective Date will be excluded from the statement.
- Include $0.00 Statements - if this is checked it will allow $0.00 statements to be emailed/printed. Previously these statements were never sent from Softbase.
- Include Credit Balance Statements - the default for this is checked which will email/print statements that have a credit balance. If the new field is unchecked the system will not email/print credit balance statements.
- Include Received Payments - if this field is checked the statement report will include a section at the end of each customer that displays the payments that have been received and the invoices paid with each payment. When this field is checked there is a new text field that will allow the user to define how many days payments to include. The default is 60 days.
- Comments - If a comment is entered in the text box it will print on the statement directly after the new aging section. The comment will print exactly as it is entered in the text box.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article