Customer Statement & Ageing Summary (with Overdue Highlighting)
This lesson is part of the course
In this lesson
You build a statement of account for Harbor Dental with a running balance, calculate days overdue for the open invoices, summarise them into ageing buckets and highlight the seriously overdue ones.
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Lessons in this course
- Line Items: Quantity × Price, Line Discounts & Net Amounts Locked
- Product Lookup from a Price List: Descriptions, Bulk Prices & Unknown SKUs Locked
- Tax per Line, a Tax Summary per Rate & the Rounding Difference Locked
- Invoice Numbering: Prefix + Year + Padded Counter with TEXT Locked
- Due Dates & Payment Terms: Net Days, WORKDAY and EDATE Locked
- From Quote to Invoice: Validity, Accepted Lines & the Deposit Invoice Locked
- Payment Log & Open Balance per Invoice with SUMIFS (and a Chart) Locked
- Customer Statement & Ageing Summary (with Overdue Highlighting) Locked