Hi there

I am sending Customer Statements dated 30/09/2022 and selecting to exclude customers with zero balances, but Sage is of course looking at the account balance of my statement date. I have customers that have since paid i.e. their account balance is currently zero, but the payment was received AFTER the 30/09. Is there a setting in Sage to exclude customers whose CURRENT balance is zero, regardless of the statement date?

Unfortunately it is not possible to date the statements for a later date, due to the fact that there is a delay in the capturing of invoices - I do not want customers to receive a statement dated 04/10 showing as zero when in fact, we have yet to capture their invoices dated 03/10.

I also cannot generate statements manually as there are too many. So I'm looking for a setting in Sage or way I can get Sage to consider current balances in an automatic run.

Thank you.