NWBizMan
02-26-2002, 04:23 PM
Hello:
Just started using PTA 2002 last month.
I printed my customer statements out and the program is lumping currently due invoices with those that are overdue by 10 days or so.
Is the "0-30" caption at the bottom of the Statement suppose to show only the currents items and "not" the overdue invoices? Or, are the overdue items there along with current items because of the Maintain/Default Information/Invoice&Statements setting?
How do I show current items separate from overdue items at the bottom of the customers statement?
BTW, the dunning message comes through fine for the overdue item.
Thanks!
Dave
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UPDATE:
I figured it out! In PT 2002 under menu: Maintain|Default Information|Customers, you can click on the Account Aging tab and modify the Aging Categories (both # of days and titles) so that currently due invoice amounts are separated from overdue items when Customer Statements print.
Dave
Just started using PTA 2002 last month.
I printed my customer statements out and the program is lumping currently due invoices with those that are overdue by 10 days or so.
Is the "0-30" caption at the bottom of the Statement suppose to show only the currents items and "not" the overdue invoices? Or, are the overdue items there along with current items because of the Maintain/Default Information/Invoice&Statements setting?
How do I show current items separate from overdue items at the bottom of the customers statement?
BTW, the dunning message comes through fine for the overdue item.
Thanks!
Dave
------------------------------------------------------------------------------------
UPDATE:
I figured it out! In PT 2002 under menu: Maintain|Default Information|Customers, you can click on the Account Aging tab and modify the Aging Categories (both # of days and titles) so that currently due invoice amounts are separated from overdue items when Customer Statements print.
Dave