Print Invoices with Open Balance Only?

Question

We send customer Invoices with their Statements at the end of each month. Is there a way to print all Invoices with Open Balances ONLY? This would be ever so helpful and time saving. 
 Thank you!

Coleen Graber · Answer

Amanda- Unfortunately, our system does not allow you to print invoices for only the open balance. Our reprint invoice option only reprint the original invoice how it was originally posted. Other than the Customer Statement, the only other option would be to print the AR Aging Report. 
Thanks- 
Coleen

Coleen Graber · Answer

Crystal reports is a third party program that allows you write your own reports. You can use that program to create a custom reports or to create a custom customer statement for your company. If trying to recreate the Customer Statement report, you would want to work with someone who is knowledgeable in both writing Crystal Reports as well as the Sage BusinessWorks Data tables because it would be a sophisticated report to create since it would need to use calculation formulas, formatting, and multiple data tables (invoice, credit memos, debit memos, payments, etc.…). You can contact our client care at 800-477-5700 to assist with finding a reseller in your area to assist with Crystal Reports. 
 
The customer statement in Sage BusinessWorks is designed to print all history since the last statement date. Some customers minimize the history by printing the statement once to clear the historical information, then print it again to show only open invoices. 
 
For additional information on customer statements, please see KnowledgeBase article # 18706 “How to work with customer statements” or contact support directly at 800-447-5700 to discuss additional options. 
Thanks- 
Coleen

Sage BusinessWorks

Print Invoices with Open Balance Only?

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