Include Invoices with Credit Balance in Auto Generated Invoice

Stay is enhanced to allow users to include A/R invoices with a credit balance when auto generating invoices for an account. Previously, invoices with a credit balance were not included in the invoices.

To support this enhancement, the following changes have been made to the Auto Statement pop-up screen (A/R account ➜ Accounts Receivable tab ➜ Summary ➜ Auto Generate Statement).

  • A new checkbox, Include Invoices with Credit Balance, has been added that supports the following functionality:

    • 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.

A screenshot of a form Description automatically generated

  • The Generate When Balance Exceeds checkbox has been removed.