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srp

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Everything posted by srp

  1. 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?
  2. Ok. I understand the columns cant be modified. Adding Group as a column is also not possible?
  3. 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?
  4. I am also looking for the same but it looks like the Item can only be removed from Invoices. There is no option to remove Item column from receipt.
  5. 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?
  6. 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?
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