Could the Customer Statements have “Invoice Description” next to invoice numbers for better reference? For cash sale we can’t exactly make new customers, otherwise we’d end up having 1000 new customers each week. For this, we created a Customer called “Cash Sale” and in description we add the name …

Well, customer statement is really meant to be an external document for customer. The reason why description column is not shown on it is because there is not really that much space and if customer is unsure about some invoice, he should be able to refer to the original invoice. You can view all in…

Yes, I have. But the problem with that one is that you don’t get summed up balance of all invoices. Just individual invoice balances. In customer statements you get the TOTAL balance (credit or debit) of all invoices. Just makes things much easier.

You can go to Customers tab and see column Unpaid invoices which shows total balance of all unpaid invoices per customer. Clicking on the balance will reveal individual unpaid invoices (with descriptions). Is that enough?

Yes, I suppose that could work. Thanks!

Hi Lubos, Can we have Actual Description in Customer Statement’s Description Column ? Instead of Invoice No : Because customer doesn’t understand that

if you are using sales invoice put customer name on the invoice summary field and it will print on statmenet

whatever u put in invoice summary field will appear on statement next to the amount of that invoice ex. customer name. i have a dental lab and when i make an invoice i put the patients name in the invoice summary field and it appears on statement next to the invoice. makes it easy for dentist to see…

@lubos ; This issues is still not addressed and it is very much needed.

[image] techenhance: This issues is still not addressed and it is very much needed. How is this issue not addressed. @doc has explained how it has been resolved.

I am putting some text in the Invoice Summary but its no where visible on the Customer Statement. I guess it would really be good if in place of Invoice number the description is picked up like it does for Receipts. Currently it shows as under in the Description column: Invoice 2 (Whatever invoice…

Customer Statement - invoice descriptions

Uncategorized

Jon August 9, 2016, 10:52pm 13

I concur. See linked posting:

Topic		Replies	Views
Customer statement does not show description details Uncategorized	8	3270	August 10, 2016
Statement Line Descriptions Uncategorized	10	1603	October 12, 2015
Receipt and Invoice Uncategorized	16	8222	June 16, 2016
Information in Description column Uncategorized	3	1680	April 8, 2016
Customer statement transactions Uncategorized	1	360	June 7, 2019

Customer Statement - invoice descriptions

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