How do I send statements to my clients excluding those billed today?
To send statements to all your clients having open invoices, except those who received an invoice today, you have to filter the client statement report for the invoice date. It should not include today's date.
To do so in BQE CORE, open the Report Center screen from the side menu > Reports on the left. Then follow these steps:
- On the Reports Center screen, click Start Report.
- Type 'statement' in the Search Templates box and select the relevant statement on the Templates panel.
- Click Configure Report. On the Set Filters, select the Invoice Date filter from the drop-down list.
- Then choose a Custom date range that excludes today's date.
- Click Run. This will filter the report to display data of all those clients who were not invoiced today but had previous balance.