printing a customer statement

How do you produce a customer statement with multiple invoices and gst component for total.

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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?

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