Author Topic: Clients not showing up as Statement options  (Read 8464 times)

McGibbs

  • Newbie
  • *
  • Posts: 10
Clients not showing up as Statement options
« on: November 21, 2018, 05:06:47 pm »
I have two companies in the system, with five clients assigned to Company B. But when I go to create a statement, only one of them shows up in the list. There is no mechanism there to add clients, as far as I can tell.
When I go to the client list in the database, each of them lists Company B as the company in the invoicing section of their record.
Four of them were changed from Company A to Company B this summer. But even the one originally created listing Company B does not show up under statements for Company B. Only one of the ones that had its company changed does.
How can I get all the Company B clients to show up as options on the Statements list?
Thanks for any help.

Adam

  • Administrator
  • Hero Member
  • *****
  • Posts: 1013
Re: Clients not showing up as Statement options
« Reply #1 on: November 22, 2018, 11:21:39 am »
It shouldn't matter if you moved them from one Company to another.  However you may want to review some of your settings.  Setup -> Invoicing -> Statements.  Make sure to tick off things like "Include Paid Invoices" and try setting the "Paid Cutoff" to maximum (365 days) and see if that helps?

McGibbs

  • Newbie
  • *
  • Posts: 10
Re: Clients not showing up as Statement options
« Reply #2 on: November 24, 2018, 02:59:37 pm »
Problem solved! Thanks so much.  :D