Exclude old balance for indivdual accounts

Question

Is there an option to set in an individual account to exclude old balance when creating mass statements?

Comments

I also wish there cam be a place in a person's specific account to set the "Exclude Old Balance" feature and when the statements print it should recognize that account and not print any old balance

Answer 1

Yes. Enter a credit for the amount you dont want to bill him.

Comments

But I want it to stay on his account just not on hus statement

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If you aren't billing him for it, what do you gain from having it on the account. You need to enter a write off. You can always at a later date remove the write off in the rare case he wins the lottery and is willing to still speak top you.

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We have some people that i dont want them to see the old balance on statement but i do want it on account because every so often he pays part of his old balance but dosent want to see it every month as a balance.

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This is not a new feature that I'm asking for this is available in the Statement tab "Exclude Old Balance" which works great, so I'm asking if this can be set in individual accounts.

The idea that you gave to write off as a credit is also good and we do it already by some accounts, however with each individual there is a different way to work with and this would be very helpful, basically to see only the balance of the selected period that this statement represents not his total balance.

Additionally according to your idea that the only way is to write off why is there an option by individual accounts "No Statement" if there is any balance just write it off?

BTW the "No Statement" is not always the best option to select because this stops the statement printing from all companies, for example an individual that does not get a statement from School but is suppose to get a statement from Day Camp if his account is set on "No Statement" he will not get one.

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Correct. No Statement means that this person doesn't need to receive a statement. Has nothing with his balance.

Also Exclude Old Balance from the statements removes all credits too. So if you use it for everyone it will not display his credit.

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But the credit date can be on a date prior to this period so it will not make a difference.

So bottom line can this feature be added to individual accounts?

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i'm also looking for this feature

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I also wish that there can be an exclude old balance by individual accounts in order not to show up on his statments

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Will not add. Its either you write it off with a credit, or you keep billing him.