Generating Customer Bills

Herbert W. Eber herb.eber at psychologicalresources.com
Tue Mar 12 16:15:48 EDT 2013


Derek,
Now that you pointed me to the AR technology and I have some ARs, the
receivables aging report is ideal for one of the questions I asked.  The
other is:

How can I prepare the end of month (or whatever time) bills to send to a
non-trivial number of customers whose AR accounts are up to date and show a
non zero balance/  One at a time?  I hope not.

Herb



-----Original Message-----
From: Derek Atkins [mailto:derek at ihtfp.com] 
Sent: Tuesday, March 12, 2013 1:54 PM
To: Herbert W. Eber
Cc: gnucash-user at gnucash.org
Subject: RE: Generating Customer Bills

Sounds like you want the Receivable Aging report.

-derek

On Tue, March 12, 2013 1:39 pm, Herbert W. Eber wrote:
> Derek,
> Had to absorb and work with what you gave us; thanks. Now, a "simple"
> question:
>
> Given that invoices are stored as "not easily visible subaccounts in 
> the "AR ..." account, how do I get a status listing of what is there.  
> I know that printing a customer's record cane show multiple invoices 
> and payments, with a balance. How do I display all (or a defined 
> subset of) customers? A similar task: how do I print monthly (or such) 
> bills, 1 for each customer (with a non-zero balance)?
>
> Enough for now.  Thanks.
> Herb Eber
>
>
> -----Original Message-----
> From: Derek Atkins [mailto:derek at ihtfp.com]
> Sent: Monday, March 04, 2013 5:29 PM
> To: HerbEber
> Cc: gnucash-user at gnucash.org
> Subject: Re: Generating Customer Bills
>
> Hi,
>
> On Mon, March 4, 2013 5:16 pm, HerbEber wrote:
>> Most accounts receivable (AR) procedures use some variant of invoices 
>> and statements.  Gnucash invoice procedures are apparently very good 
>> (we have not yet tested enough, hence “apparently”). Two 
>> weeks of exploring have not, however, enabled us to find the 
>> “statement” logic and procedures.  We may simply not know 
>> how to look or what Gnucash calls it/them.
>> While some customers pay by invoice, most need a periodic document 
>> that summarizes open invoices, payments, and a current balance, 
>> usually called a “statement.”  Where is that concept made 
>> operational in Gnucash?
>
> Reports -> Business-> Customer Report
>
>> Please remember to CC this list on all your replies.
>> You can do this by using Reply-To-List or Reply-All.
>
> -derek
>
> --
>        Derek Atkins                 617-623-3745
>        derek at ihtfp.com             www.ihtfp.com
>        Computer and Internet Security Consultant
>
>
>
>
> _______________________________________________
> gnucash-user mailing list
> gnucash-user at gnucash.org
> https://lists.gnucash.org/mailman/listinfo/gnucash-user
> -----
> Please remember to CC this list on all your replies.
> You can do this by using Reply-To-List or Reply-All.


-- 
       Derek Atkins                 617-623-3745
       derek at ihtfp.com             www.ihtfp.com
       Computer and Internet Security Consultant






More information about the gnucash-user mailing list