how do I add customers to a memorized transaction

I have approximately 885 total customers that are billed quarterly. I have set up the different memorized transactions for three different rates that I will need for them, and now I need to know how to add them all to these transactions, especially if I can do so using a filter that puts all customers with a specific partial account number, or even a specific customer type attached to them, into the memorized transactions. Or is there a better or easier way to do that? ..Also I need to be able to combine the customers' invoices from the previous quarter, whether it shows a balance or a credit- if applicable. Any help or advice would be greatly appreciated.

Thanks in advance, Chris

Reply to
shaggy.angelis
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I would search for a third party add-on application that can handle the volume of recurring invoices you need.

Also

No idea what the above means.

Reply to
Allan Martin

Thats what I was afraid of.. thank you very much for your reply.

..And for the portion that you did not understand what I meant- out of those 885 customers, there are still some that have overdue balances, and a few that have paid more than their invoice amount, to be paid in advance for future service from our company. I was told that I would need to make statements for each customer like that, that would combine the previous and current invoices together, either adding the balances together, or offsetting them.

Thank you again for your help.

Reply to
shaggy.angelis

QB can print statements.

Reply to
Allan Martin

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