Billing Q&A: Exclude Credit Balance Only Client Statements

December 2018    Tags: , , , ,

Is there a way that I can run statements for my clients and exclude those that have a negative amount due?

In Version 19, we added an option in the Generate Statements program to exclude clients that have a negative balance and no transactions. This allows you to generate statements for only those clients who have an accounts receivable balance and clients with a negative balance who have transactions for the current period.

To generate a statement that excludes credit balance only clients

  1. From the Statements menu, select Generate Statements.
  2. On the Options tab, in the Criteria section, select the Exclude Credit Balance Only Clients check box.
  3. Select any other criteria as desired.
  4. Click OK.

Note: Do not run final statements using this option without first updating any previously run final statements. Otherwise, any previously run final statements may be unbilled.

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