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How do I get accurate aging balances (mini-statement) to print on invoices?
Using parent/child customers, (and consolidated payments), the balance results on mini-statements printed at the bottom of invoices are very confusing:
- On invoices issued at the parent or child:
- The totals in the Current, 30, 60, 90, and over 90 boxes are for/from the parent level.
- BUT the total in the Total Amount is for the individual entity (either the parent or the children) - in practice this means that the buckets are really high, but the total is usually a much smaller amount.
Is there a way to get the Current, 30, 60, 90, and over 90 to give balances for that entity (parent or child) only? I haven't found anything in SA, help, or here. I did find SA#39976 regarding totals in buckets for projects, however this requires turning off consolidated payments, and this is needed.
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