Customer Statement selecting Bills created after defined Effective date

Customer Statement selecting Bills and Invoices containing billing dates after the defined Effective date.

• Accounts Receivable

• General Billing

• Customer Statement

• Invoice Inquiry

The Effective Date on the define screen is an Interest Effective Date, which allows the report to determine on-the-fly Interest, Discount, and Penalty amounts. 

Bills containing a Bill Date or Due Date greater than the Effective Date will display on the report with the label NOT YET DUE in the TOTAL DUE column. The Customer Statement currently does not offer the capability to exclude bills not yet due.

Contact the appropriate Enterprise ERP Support team, based on billing category, for further assistance. See the following article: How to determine the correct Accounts Receivable support team to assist with an issue