To enable this feature navigate to:
Settings > Company > Preferences and select ‘Show credits on statement PDFs’ then save.
The following section will display on all Statements for Unapplied Payments/Credits:
Note, with this setting turned ON:
- The remittance and totals sections include a row for Unapplied Payments/Credits
- The Open Balance section on the Statement will reflect any Unapplied Payments/Credits
- The Total Due section of the Mini Aging will align with the Open Balance
Note, with this setting turned OFF:
- Expect no change to your Statements
- Reference to Unapplied Payments/Credits will not be present
- The Open Balance will not include Unapplied Payments/Credits
- The Total Due section of the Mini-Aging may not align with the Open Balance if there are Unapplied Payments/Credits on that customer's account. Since the Mini-Aging on the Statement already takes into account for Unapplied Payments/Credits (whether or not the Unapplied Payments/Credits setting is turned on).