Reply To: Smartlist – Customer Statement past due invoices

  • Pamela Stephenson

    January 17, 2024 at 5:01 pm


    I have used smartlist to generate an AR balance. I have it search for transactions that don’t have a zero balance on the current trx amount field. I am sure you can add some date field to the search criteria to for example, get items older than the prior month. You just have to know that returns, credit memos and payments will show as positive figure in Excel, and adjust for that. (Or include only invoices).

    Hope that helps.

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