I can not seem to print statements if the customer is not overdue. I have a customer that I need to print a statement for. The invoice was April 28. The message I keep getting is....there are no customers found in range selected to print statements for. I am printing 0 to 999. Any idea's what is wrong?

Hi Yann

There are a number of possibilities, but they fall under two general categories.

The first category is to make sure that under the Statements tab of the customer's profile, the statement option is ticked, and the Send Method has the print option ticked.

The second category is to make sure that when you print Statements, the "Choose Balance by" section of the print screen is configured correctly. If you un-tick the box "Select customers based on balance", this will give you the best chance of getting the statement to print no matter what the balance.

Steve

A few possibilities:

1) The statement date controls which transactions print on the statement, along with the option to print 'Outstanding transactions only'. If the invoice has a date of April 28, it will not print if the statement date is prior to then.

2) When printing statements, you can choose to select customers that have a positive, negative and/or zero balance. Ensure that you have the desired selection for this customer, based on their balance as of the statement date.

3) This customer is defined to not accept statements with that print method. Edit the customer and on the Statements tab, determine which of the print, fax or email they are allowed to have.

If you are printing statements as a date after April 28, and you have the correct customer balance selection, and the customer is allowed to get statements with the used print method, then please indicate what all of the options you have selected for the statements, and what the customer balance and statement print status is.