We want to send transactions to the customer and they will compare/check it with theirs … currently they need to sit beside me and check each invoice with me…
is there at least a way to make a report show all invoices of a customer so they can compare it?
As @eko just said. You can use something called Sales Invoices lines.
This option will allow you to open all the sales lines. It has the customer Name, Qty and price.
Then you can use Excel to attach your filtered by customer report to the statement from the program.
This method works fine until the receipt Paid by “Contact” is left empty (Customer is selected on account receivable line only). Those transactions are missed so there are chances of error. I don’t know if it’s by design or a bug.
I won’t recommend using it. It works most of the time, but it misses some transactions (Just checked Journal entries are also missing). It works fine to the level of invoice, credit notes other than that adjustments (write-offs etc) are not included. It wouldn’t be an issue if Invoice line were exposed to account receivable.