Processing Invoices prior to sending out EOM Statements - possible?

  • 1
  • Question
  • Updated 2 years ago
  • Answered
I have been told that I should not enter new invoices to customers accounts after the end of the month until I have recorded all payments received and I have sent out their statements. Is this true? I thought by choosing the last day of the month as my statement date that new invoices would not be included.
Photo of Carolyn McIntyre

Carolyn McIntyre

  • 70 Points

Posted 2 years ago

  • 1
Photo of Kathy

Kathy

  • 302 Points 250 badge 2x thumb
HI Carolyn, 
Providing you enter the Statement date as 31/5/17 and statement period as of 1st to 31st of May 17, and click on All open transactions as of Statement date, invoices that are entered as of 1st of June 17 should not show on your statement. If you enter the Statement date as of today it will show every invoice you have entered up to today. I hope this helps.
Thanks,
Kathy