V18 Partner Ledger/Customer Statement to show payments in progress

Question

Hi

I have noticed that the 'Partner Ledger' option against a contact has been renamed to 'Customer Statements'.
In the 'Customer Statements' screen it doesn't display payments.
When invoices that have been paid and are showing as 'In Payment' status they don't appear against the invoice.
Why wouldn't you show the invoice and credit balances like payments?
How do I see what the true outstanding balance is that the customer has to pay against the partner record?

Thanks

Angelina Moschella · Answer

Hi
I have looked at the Accounting Settings
There is no option within the Customer Payments section for 'payment matched with invoice' settings, can you please provide the full path name?
image [1]

In Accounting - Reporting - Partner Ledger
It still doesn't show all the payments and credit balances.
image [2]
There was a payment for $100 for INV/2004/00007 which isn't being displayed in this screen.

[1] /web/image/59962450-9b9d977c/image.png?access_token=ed2525f3-d68f-4db5-888b-6255c491c692

Ahmed ELsayed · Answer

Check the configuration Accounting, Customers, Payments and verify if payment matched with invoices
,
View Partner Ledger Accounting, Reporting, Partner Ledger and Choose Customer and Ensure you have selected the correct date range and journal entries

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