Create a minimum Statement amount

prioritycard · ‎April 21, 2020

I have revolving customers that order custom printed giftcards from us. I enter each order into Invoices. Then on the end of the month I send a Statement that includes all orders for the month. I have been getting smaller orders where the customer may only order a few cards. The monthly statement may only be $3.20. How can I set up a automatic minimum so at the end of the month a min $5 statement is created. So, if they only have $3.20 in product, the statement will apply an extra $1.80 to make it $5?

Angelyn_T · ‎April 21, 2020

Hello, @prioritycard.

At this time, we can't set up an automatic minimum amount so the statement created becomes $5 at the end of the month. To achieve the amount, you have to manually add/enter invoices for your customers.

A statement shows you a summary of customers' invoices, payments, credits, and balances. For more information about statements, check out this article: Create a billing statement.

Post again if you have any other questions. I'm a few clicks away to help. Have a good day!

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Create a minimum Statement amount

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