Ok so following recent discussions on Hotel/Room bills and accounts vs preorder I personally beleive accounts is the propper way to go and will give the most benificial return in regards reports and reconciliation. Have seen the subject of ‘Customer Statements’ come up a couple of times but never s…

The new update looks great and looks to have brought a solution to the account statement queries we’ve had. However, is there a way to include an date filter? I use my accounts for room tabs, so on checkout I’ll print out a statement similar to the one @QMcKay showed above. But this shows all trans…

You can filter by date for sure. I guess it is just about time to post the setup that produces the screen shown. At the top-right included a date filter box to show transactions after the date entered. The setup also determines, displays and stores the Last 0 Balance date, so this could be used …

Has the method for paying accounts from payment screen been implemented?? This would be a very useful feature.

Yes, I just tested it with 5.1.56 … I will post a Tutorial on my full setup today some time.

Excellent I look forward to seeing how you achieved this!

I am really interested in this setup. Is there any update on the tutorial?

Ummm, Yes it seems “Customer Accounting” is becoming a big thing :grinning:. I reckon it is just the beginning…

I am building the Tutorial. The entire setup that I use is quite a bit more elaborate than a simple “Print Statement” configuration that I already posted, so it is taking me a little more time than I anticipated to put it together. I should be finished with it today some time.

Tutorial has been posted… [image] Customer Account Statements and Payments (Custom) V5 Tutorial This Tutorial will demonstrate how to build a Custom Account Handling Screen for Customers. It allows for Printing detailed Customer Account Statements, making Payments to Cus…

That Tutorial is Legendary! :crown: You are one of the Kings of Tutorials, I have tried to study each and every one of them, thanks is not enough said…

Account Statements with Template Layout

V5 Question

QMcKay December 8, 2015, 4:31pm 73

Tutorial has been posted…