I would like to send automatic statements for overdue customer who has due over $50. I selected the following Options->Statements
Use automated customer statements/invoices is selected
Send to: Overdue Customers is selected
Email every 15 days is selected
Documents: Statements is selected
Ignore amounts under: $50
With this settings, it is sending the statements to all customers (active and inactive). It is supposed to send the statements only to the overdue customers but it is sending it to all customers. It is ignoring the amount validation also. The 0 due customer also is receiving the latest statement.
Any one tried this? Any suggestions to fix this?
How to display the Group as a column on the invoice list page?
Currently it has Date, Invoice, Order, Customer, Salesperson, Amount, Due, Status.
Is there a way to pick and choose which column to display on this invoice list page?
I think there is a product defect/bug in this area. I tried creating single/one time invoice with %period% in invoice description and it shows only 07/01/2017. If I create a recurring invoice then it shows the gap between 2 invoices. For example, I tried creating recurring invoice with start date as 01/01/2017. Here is what I see in those invoices:
1. 01/01/17
2. 01/02/17 to 02/01/17
3. 02/02/17 to 03/01/17
4. 03/02/17 to 04/01/17
5. 04/02/17 to 05/01/17
6. 05/02/17 to 06/01/17
7. 06/02/17 to 07/01/17
Can someone from technical support review this, please?
What version you are using?
I am using 5.01 version and I used %period% in invoice description but I see date as "06/02/17 to 07/01/17". I want the date to be either 07/01/2017 or "07/01/17 to 07/31/17". Any options to get the date as I needed?