Am 09.03.2011 15:48, schrieb Rich Shepard:
I cannot find where in the menu system statements are prepared and produced. I looked under A/R, Order Entry, Reports, and other main headings that looked likely, but I saw nothing about statements. Here is what I need to do and what I think is needed.
As Tim said, it's in the AR Aging Report.
Some clients want to pay for time and expenses. For these folks I use the time card system and submit both the detailed time card report and a one-line invoice (because I cannot yet produce an invoice that has the time card note details, time, and rate by date). (Such apparently can be done if each service has its own code, but the tasks for which I bill are far too varied for that to work. All my efforts are in a single service code/description.)
The time card notes are in field "itemnotes". You can display it in the sales order or invoice if you select the checkbox between Description and Qty and press Update. What you would need is only a script that copies the additional information (time, rate) into this field when you generate the sales order.
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