Customer Invoice Defaults

[garfers]

Hi,
I'm new at this so I hope I'm doing this correctly! I am trying to get my customer statements to print ONLY if they have a balance of $10 or more. I went into maintain, default info, statements/invoices and checked the following items: any activity since last statement, balances at least $10, in addition I chose never on both the negative and zero balances! Now, that should have done it but it didn't, PLEASE HELP!
Thanks,
Roberta

[Deborah Bean]

Look and see if At least one invoice ___ days past due is checked. Remember that the past due date can be based on either the Invoice Date or the Due Date. If you use Due Date and this is checked, and invoice would need to be at least 60 days old before it will appear on the report. Maybe you are lucky enough to have no invoices that old. Double-check your defaults.

[garfers]

Ok, here is what is checked--
Maintain
Deafult
Statement/Invoices
ANY activity since last statement
Balance of at least $10.00
Negative Balances - NEVER (I DO THESE INDIVIDUALLY)
Zero Balances - NEVER

The reason this concerns me is that I'm wasting letterhead to print a statement that has a .03 cent balance!!

And you are correct, I rarely have an invoice over 60 days old-we generally work on a cash only basis, however, we do have several commercial customers (corporations) that require all the red tape to cut a check!

I just don't understand why every single statement prints!
Roberta

[Deborah Bean]

Sorry, I thought I had the answer, because that is a common problem with some of my clients. What version are you using? Do you have all of the updates for your version downloaded and installed?

[garfers]

Hi again,

I have PT Complete 2002 9.0.02.033. I upgraded before I started data entry for. Janurary.

Thanks again for all your assistance, this forum is a real great thing!

Roberta