Has anyone been able to show the customer deposits...
# general
l
Has anyone been able to show the customer deposits on a customer statement pdf? It doesn't seem possible in the standard pdf template. So I tried to create a saved search and create a template out of it. But I was not able to show the aging at the bottom of the statement like what the standard statement shows. Is there any other way to come up with such? An entirely new custom pdf from scripting?
l
Yeah, that’s what we have right now but the customers want to see the individual customer deposits and not just the total customer deposit balance.
r
From my understanding, scripting may work. The aging brackets are referenced from the Customer > Financial subtab which are native and not customizable through forms etc... There is a option when generating a statement to untick 'Show only open transactions', this displays each individual transactions on it own, showing the customer deposits and payments made. Removing the start date displays everything that has occurred.
l
@ragnarsparta thanks but unticking that box wouldn't show the customer deposits, would it?