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jon39
February 11, 2020
Question

How do I send statements to a customer who is a sub customer of ahead office who want invoices broken by sub customer but make one payment for all?

  • February 11, 2020
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

J
JonpriL
February 11, 2020

Hello @jon39,

 

You can create and send a statement directly from the profile of your sub-customer.

  1. Go to Sales.
  2. Select Customers.
  3. Find and open the profile of your sub-customer.
  4. Under New transaction, select Statement.
  5. Click Save and send.

Here's an article you can read to learn more about how you can create a customer statement: Create and view customer statements.

 

I've also included this helpful article in case you need some about managing your customer's transactions: Manage Customers and Income.

 

Fill me in if you have further questions. I'm always around if you need any help.

J
jon39Author
February 11, 2020
Thank you for your reply.  I understand what you're saying but the problem is that currently all the sub customers are set to 'Bill with Parent'   as I have just received a remittance from the head office which is a lump sum for all the sub customers and had to be applied.  The action I take to create the statements for each individual sub customer to send to the head office is as follows; 
  • Check each sub customer and if they are set to Bill with parent change to Bill this customer. 
  • Create a statement for all sub customer’s for the date required,
  • Send the statement to the parent company.
When the payment was received I took the following steps:
 
  • Check each sub customer and if they are set to Bill this customer change to Bill with parent
  • Process the payment against each invoice as required.
Today I’ve tried to take the usual action so that I can create last weeks statement and I have received the following messages:
Thanks 
 
Screenshot 2020-02-11 at 17.08.48.png
 
If I create a statement via the parent company it isn’t broken down into sub customer and there’s no invoice detail so the head office accounts department can't work with the statement. 
 
Do you know of a work around for this situation.  This is the first time its happened so I wonder if something has been changed?
 
JessT
JessT
February 11, 2020

Hi Jon39,


What you’re doing is our way of creating statements for parent customers if they need to see a breakdown of transactions. Though we can directly create statements for parent customers, there isn’t an option to show the breakdown of transactions. So, just continue your current way.


I couldn't open your screenshot. I received a “No file found” prompt when I clicked on it or when I opened its link to other browsers. You can attach it to your next reply though.


If you get an error when creating batch statements, please sign out and sign back in. If it won't fix it, you can sign-in using a private browser. This disables the cache from saving your browsing history and is a good initial step to check for browser issues. If it works fine, you can go back to your regular browser and clear its cache. If the same thing still happens, please try other browsers to isolate the case.


Alternatively, you can create statements for each sub-customer.

 

 

You can also run a Sales By Customer Detail report. Then, customise it by filtering the parent customer, its sub-customers and the unpaid invoices (A/R Paid : Unpaid).

 

 

I will submit a feature request about grouping the transactions of a parent customer statement per sub-customers. 

 

Feel free to keep us updated about the messages you received. Thanks.

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