Trying to send Customer Statements for customers with open balances

sally_8878367
sally_8878367 Member Posts: 2 Novice Member Novice Member
edited October 11 in Accounts Hosted
Trying to send Customer Statements for customers with open balances - but whenever I try to send the statement it says there are no open statements? Customers are not inactive though?

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  • Kwikbooks (Professional Partner)
    Kwikbooks (Professional Partner) Member Posts: 823 Reckoner Reckoner
    edited April 2020
    Hi Sally

    Check your statement date at the top of the "create statements" window, this will give you all open balance up to and including the date chosen for 'statement date'.

    Also make sure all customers is ticked or if you have chosen one customer then there is a name present in the box.
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