First let me thank you for a wonderful program!
My questions concerns Customer Statements. I would like to generate a statement for each customer that accurately reflects their standing. Since I download my transactions from my bank website and then attach the paid invoices to the deposit - crediting the accounts receivable account - I have to wait for my bank to process the deposits. When it is time to generate the customer statement, some customers have actually paid an invoice but it still shows as unpaid because my bank has not yet processed the deposit for me to credit the accounts payable. Is there a way to customize the Customer Report so that I can only show/select the invoices that they need to pay? I do write the check number and the date the payment was received in the “notes” section of the invoice. If there is a way to show the “notes” section of the invoice in the Customer Report that would solve the problem for now.