Submitted by C.R.Godfrey on Thu, 29/08/2019 - 10:24.
the option for old version does not work for me. I will have to wait for new version. It is interesting that this feature was not added earlier - it seems a standard sort of customer report to me.
Submitted by C.R.Godfrey on Thu, 03/10/2019 - 13:06.
Sorry to be persistent but I dont want to upgrade software yet. My version is 2.0.2. It seems to me a bit strange that one cannot produce a customer statement showing individual invoices and payments. This would seem to be a basic feature of any program. The suggestion above - doing something via debtors - does not work for me.
It would be great if Statements of Account printed out with the inclusion of the invoices generated by the client that month and ending with the total before and after taxes. This would show the taxes broken out before the final total. As it is now, I print the invoices for the month manually to send along with the statements. This would be more efficient and use way less paper. We still mail by post most of the time.
Submitted by tanderson on Thu, 04/06/2020 - 11:06.
If you set Line Item Print to Always in Letterhead & Document Control, all charge items will be shown in statements.
When the Practice option Show Prices Tax Inclusive is deselected, you will see the tax-ex amounts in the charge items. The tax per charge isn't displayed. E.g.:
How are taxes normally be displayed in a statement in Canada?
Re: printing a customer statement
In OpenVPMS 2.1: Customers - Accounts - Statement
In OpenVPMS 2.0 and earlier: Reporting - Debtors - Print
Re: printing a customer statement
thankyou
Re: printing a customer statement
the option for old version does not work for me. I will have to wait for new version. It is interesting that this feature was not added earlier - it seems a standard sort of customer report to me.
Re: printing a customer statement
We love this feature. The filter rich dialog is terrific.
(Version 2.1 here)
Cheers
Matt
Re: printing a customer statement
Sorry to be persistent but I dont want to upgrade software yet. My version is 2.0.2. It seems to me a bit strange that one cannot produce a customer statement showing individual invoices and payments. This would seem to be a basic feature of any program. The suggestion above - doing something via debtors - does not work for me.
Re: printing a customer statement
You could try the Extended Statement report in the Resource Library.
(Disclaimer - I haven't run it).
Re: printing a customer statement
It would be great if Statements of Account printed out with the inclusion of the invoices generated by the client that month and ending with the total before and after taxes. This would show the taxes broken out before the final total. As it is now, I print the invoices for the month manually to send along with the statements. This would be more efficient and use way less paper. We still mail by post most of the time.
Re: printing a customer statement
If you set Line Item Print to Always in Letterhead & Document Control, all charge items will be shown in statements.
When the Practice option Show Prices Tax Inclusive is deselected, you will see the tax-ex amounts in the charge items. The tax per charge isn't displayed. E.g.:
How are taxes normally be displayed in a statement in Canada?