Good day
I have searched but cannot find a way to set my customer statements to reflect from when the customer’s account was last zero? This date will be different for all clients (obviously and unfortunately). Currently I have to set the whole report’s date for each client, it is quite a lengthy process.
Please help.
Thank you
Is that not what the Customer Statements (Unpaid Invoices) report does?
No not really, as the Unpaid invoices statement doesn’t reflect payments received and invoices that they were allocated to. So some clients think payments have not been allocated against their accounts, but they forget that there were other invoices than the outstanding ones as well. I often need to indicate all transactions, but a statement gets very long (or the total amount ever invoices gets very big at the bottom).
Actually they do, did you check?
I am not sure what you are referring to, @eko. That report indicates original invoice amounts and remaining balances due. But it does not list payments received nor which invoices those receipts were allocated to.