How can I: Bypass printing of customer statements with zero balan


F

FranOR

I need to print customer statements but do not want to print those statements
that have zero balance. Is there any way I can do that? I can avoid
printing of those with no activity, but not with zero balance. Since we have
over 500 customers with activity during a given period, I do not want to sift
through so many individual statements and select one-by-one.
 
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F

FranOR

I may have missed something, but I do not see where I can GENERATE STATEMENTS
to mail to customers from the AR reports. I send out statements
to all customers with outstanding balance once a month or once a quarter.
And that does not seem to be an unusal practice for the SBA community but SBA
doesn't seem to be friendly for this practice.

And now, SBA aborts on me when I try to do a CUSTOMER STATEMENTS run
for all customers with activity during the period -and I'm guessing its
because the queue of data gets too big (and I can't filter out the zero
balances).
 
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K

Ken Smith

FranOR said:
I may have missed something, but I do not see where I can GENERATE STATEMENTS
to mail to customers from the AR reports. I send out statements
to all customers with outstanding balance once a month or once a quarter.
And that does not seem to be an unusal practice for the SBA community but SBA
doesn't seem to be friendly for this practice.
The answer is: No. The application does not have a feature that would allow
you to do this. Chris Shatte's post is a work-aound to get a list to work
from.. but then manually generate each statement from that list. Not so easy
if you have 100's of statements to print.

Ken
 
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