Please advise how we can print balances for customers with positive balances, or balances other than zero
We have many customers with zero balances, so doing a statement run for all customers is very cumbersome. It would be very useful for us to print statements for all customers, avoiding the ones who do not owe us any money.
Thanks for your help
Robert
Need more, need help now?
- - - - - - - - - - - - - - - - - - pay-as-you-go support - no contract - tenth of an hour billing - expert help - fast service - no call queues
Need integration?
- - - - - - - - - - - - - - - - - - with your shipping system - website - invoicing system - crm - cms - manufacturing - order import - back to back orders..
Need a report?
- - - - - - - - - - - - - - - - - - Excel reporting that pulls data from Sage - custom layouts - layouts that change adapt to your brands and/or for drop shipping.
Want web hosting?
- - - - - - - - - - - - - - - - - - Your own domain name - email - a shop - wordpress - woo commerce - ticket systems - help desks - forums - portals
- - - - - - - - - - - - - - - - - - pay-as-you-go support - no contract - tenth of an hour billing - expert help - fast service - no call queues
Need integration?
- - - - - - - - - - - - - - - - - - with your shipping system - website - invoicing system - crm - cms - manufacturing - order import - back to back orders..
Need a report?
- - - - - - - - - - - - - - - - - - Excel reporting that pulls data from Sage - custom layouts - layouts that change adapt to your brands and/or for drop shipping.
Want web hosting?
- - - - - - - - - - - - - - - - - - Your own domain name - email - a shop - wordpress - woo commerce - ticket systems - help desks - forums - portals
Print Statements only for customers with positive balances
-
brucedenney
- Site Admin
- Posts: 4664
- Joined: 28 Feb 2006, 09:56
- Sage Version: v30 UK/Europe/Africa
Customers with nothing outstanding will not print as there is nothing to print, unless you have unmatched transactions credits and invoices for example, in which case you need to match them off anyway.
however, if you want to send statements to customers with positive balances only, then you can use a search.
Where - Balance - Is greater than - 0
This will filter your screen view to just positive balance, if you now run statements it will be for only these customers.
however, if you want to send statements to customers with positive balances only, then you can use a search.
Where - Balance - Is greater than - 0
This will filter your screen view to just positive balance, if you now run statements it will be for only these customers.
For just about anything Sage :- Discount subscriptions, pay-as-you-go support, application integration, reports, layouts, linked excel spreadsheets, analysis or any other help making life with sage easier/less time consuming Contact me.
Many thanks - you are a genius
Dear Bruce
It works - thanks so much for your help
Best regards
Robert
It works - thanks so much for your help
Best regards
Robert
Robert
Who is online
Users browsing this forum: No registered users and 16 guests