Trying to send Customer Statements for customers with open balances
sally_8878367
Member Posts: 2 Novice Member
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?
1
Comments
-
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.0
Categories
- All Categories
- 6.7K Accounts Hosted
- 16 📢 Reckon Accounts Hosted - Announcements
- 6K Reckon Accounts (Desktop)
- 7 📢 Reckon Accounts Desktop - Announcements
- 1.4K Reckon Payroll
- 33 📢 Reckon Payroll - Announcements
- 21 Reckon Payroll Help Videos 🎥
- 25 Reckon Mate App
- 2.6K Reckon One
- 9 📢 Reckon One - Announcements
- 12 Reckon Invoices App
- 15 Reckon Insights
- 99 Reckon API
- 308 Point of Sale
- 1.9K Personal Plus and Home & Business
- 72 About Reckon Community