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Content Creator

Missing customers when generating statements

Some customers are not appearing when I generate customer statements.

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Best answer June 26, 2020

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Content Creator

Missing customers when generating statements

Several factors could lead to this situation. Enumerated below are some of the most common reasons.

 

1. For Balance Forward and Transaction statement types, ensure that the Start Date and End Date chosen coincides with the corresponding Invoice dates.
2. The customer needs to have at least 1 Open/Overdue Invoice so that the system could generate a statement.
3. For Balance Forward statement type, check if the Customer Balance Status matches the Status of the Invoice(s), i.e. Open/Overdue/All.
4. If a customer does not have an email address within the Customer Information setting, the customer will appear under the Missing email address tab.

 

If all of the above factors have been checked but one or more customers are still missing from the list, reach out to Customer Care for further assistance.

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Highlighted
Content Creator

Missing customers when generating statements

Several factors could lead to this situation. Enumerated below are some of the most common reasons.

 

1. For Balance Forward and Transaction statement types, ensure that the Start Date and End Date chosen coincides with the corresponding Invoice dates.
2. The customer needs to have at least 1 Open/Overdue Invoice so that the system could generate a statement.
3. For Balance Forward statement type, check if the Customer Balance Status matches the Status of the Invoice(s), i.e. Open/Overdue/All.
4. If a customer does not have an email address within the Customer Information setting, the customer will appear under the Missing email address tab.

 

If all of the above factors have been checked but one or more customers are still missing from the list, reach out to Customer Care for further assistance.

View solution in original post