Include Invoices with Credit Balance in Auto Generated Invoice

Stay allows users to include A/R invoices with a credit balance when auto generating invoices for an account.

Users must perform the following steps in the Auto Statement pop-up screen (A/R account ➜ Accounts Receivable tab ➜ Summary ➜ Auto Generate Statement) to use this feature.

• The Include Invoices with Credit Balance checkbox must be selected.

  • When selected, invoices with a credit balance are included in the auto generated invoices.

  • When the checkbox is not selected, only invoices with a positive balance are included in the auto generated statements.