Hi Frank Cormier ,

Thank you for reaching out. I understand you're looking to create a customer ledger by date in Sage 50 that reflects the payment and invoice dates accurately, avoiding negative balances that make the report hard for your customers to understand.

Although there isn’t a direct feature in Sage 50 that automatically generates a ledger in the exact format you’re asking for, you can manage recurring invoices and payments that could simplify the ledger.

Here are some steps based on our articles that might help:

1. Set Up Recurring Receivable Invoices: You can save a recurring transaction for a sales invoice, which can then be recalled regularly. This could streamline your invoice management and might make the ledger more understandable.
2. Apply Customer Deposits to Invoices: If your customers are paying before invoices are issued, you might want to look into the process of applying customer deposits to invoices once they are generated.
3. Customer Statements: While not exactly a ledger, customer statements can be generated and sent, which show all transactions, including payments and invoices, for a customer. This might serve as an interim solution for providing customers with a clear overview of their account.

If these suggestions don't fully address your needs, you may have to create a custom ledger outside of Sage 50 or utilize additional accounting software that offers more flexibility in report customization.

If this helps, please mark it as verified :)

Warm Regards,
Erzsi