Calculate Outstanding Status for Invoice/Receipts

The outstanding status on invoices can be calculated on the invoice/receipt date or the current date.

The setting Show balance on Invoice/Receipt printout needs to be enabled for this feature.

The reminder periods need to be defined. See Setup Manual Debtor Reminder Templates for more information.

1. Go to Location Setup > General tab

2. Group: Accounting: Invoices & Receipts

   1. Calculate Outstanding Status for Invoice/Receipts on

      1. Date of Invoice/Receipt with all Receipts: The outstanding amount is defined by the date of the invoice                                                                                 

      2. Date of Invoice/Receipt: The outstanding amount is defined by the date of the invoice   

      3. Current Date: The outstanding amount is defined by the current date and the reminder period (default setting)