Customer Statements

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  • Updated 2 years ago
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Reckon One Is it possible to send customer statements to include only invoices overdue.   If the invoice is not overdue we do not want to include this on the statement.

If this is not possible can you suggest a way to work around the system to get the desired statement reporting eg make the invoice INVALID so the statement report does not pick it up


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lou razzano

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Posted 2 years ago

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Jon Martingale, Employee

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Hi Lou

If you create an 'open items' statement type, you should be able to choose to only include transactions over a certain number of days past due date. You can set the number of days to achieve what you want.

See this section for more details:

This should work for you. Let us know how you get on.


Jon Martingale
Reckon One UK