By using a Status of Save in the Fee Entry window, you can create the fee record once and it will be included on all future statements until the transaction is deleted or the Status is changed to Print, which allows it to be included on one last statement.
To set a Fee Status to Save
Now, when you final bill and update this client’s statement, the same transaction will always be included. Each time this transaction is included on a final statement and then updated, the date of the transaction will increment by one month (e.g., if the original transaction has a date of 6/2/19, the following statement will show a transaction date of 7/2/19, and so on).
Note: The Status field is only displayed in the Detail view of the Fee Entry window. If you do not see the Status field below the Description field, clear the Hide Fields check box and/or press Alt+I.
Comments are closed.