Accounts Receivable Statements - a way to remove the "summary charges and payments"

With the options for statements in accounts receivable, we have been able to only show the outstanding charges.   However, when you print the statements, there is a line for fully paid charges, fully paid invoices and the payments/credits associated with them.  What we would like to see is only the open charges/invoices and only the payments that would be applied to those still open charges/invoices.  While sometimes some clients may need to see a summary of what they have paid during a year, this seems to be since the beginning, with no option to restrict it to a particular time frame.  I would like the option to remove this completely as it can be confusing to some of the clients we serve, and we would like a simplified statement.

  • Guest
  • May 15 2017
  • Future consideration
  • Attach files
  • Kristen Price commented
    8 Mar 07:39pm

    Yes, absolutely ridiculous!!! I had a very helpful support rep look into this for me and they still cannot do that. Please escalate and fix this. I have never EVER received a statement from anywhere showing how much in total I have been billed for / paid. That would be depressing!!!

  • Marc Seleman commented
    16 May, 2017 09:07pm

    You should be able to alter this in the setup of the statement on the detail tab.