Statements template request

[StorageInc]

Hello,

It's been a while since our last discussion on Statement templates. I have looked at other threads to see if there's anything new. I did see you were requesting an example of a statement so I've come up with one.

My main concern is that the flow of information on the statement could have more detail. I still get questions regarding these missing details. So after thinking about what would be helpful I have come up with a statement example.

I have attached a portion of the current statement (my client details have been removed) as well I have attached a requested statement.

51

52

I hope this is a more clear example. Thanks for taking a look and considering.

Regards,
D

:D

[IkoIko]

Hi Mitchell,

Could you please approve the two attachments? I'd like to see what it is "StorageInc" would like in the templates. Until you approve the images, we can't see them.

TIA
Jim

[K Software]

1) "Does not show a payment of $294 [that] was made" - Was the payment made on that invoice? If it was an overpayment then the amount due on that invoice was taken and the rest was applied to credit (credit is listed at the top of the statement).

2) "Why is there a zero balance in total and in payments" - I'm not sure without seeing the invoice. Did you use credit to pay the invoice? Credit simply discounts the invoice (because the money is recording coming in at a previous time, it can't do a "real" payment).

3) Looks like the same thing as #1.

4) "Is the tax being applied to the total.." - The total is inclusive of tax.

Your new statement..

1) Forwarded invoices shouldn't be showing because they don't count for anything (the totals apply to another invoice). If someone added up forwarded and non forwarded invoice totals they'd see a total that is far more than they ever owed.

2 & 4) Total is just that and subtotal is the amount before shipping and tax.

3) Previous Balance -- a tricky one. Invoices have no knowledge of other invoices and in kB balances only come from invoices. A "previous balance" could be the sum of all invoices that came before the one you're looking at, but then the invoice date and payment date(s) would have to be taken into account. Voiding a payment or changing a payment date/invoice date could throw all of those numbers out the window.

5) Payments - I'll have to think about that one. Off the top of my head I don't see any problem putting the full payment amount (verses just the payment applied), but I'll have to dig in and read some notes to see if there are other reasons it is the way it is.

6) Balance/Credits - both are broken out at teh top of the statement.

7) Paid By - I can add that.

[StorageInc]

Thanks for the comments. I've read them over.

cheers,
D