Can an option be added to this report to ‘Supress Paid Invoices’? Customers can feel overwhelmed when their monthly Statement includes a long list of every transaction. Rather than displaying every invoice and its corresponding receipt, it would streamline the Statement if only a list of outstanding invoices was available to be presented.
Hello @Bomber,
I was going to refer you to Customer Statement (Unpaid invoices) report because this report only shows unpaid invoices by design.
However, your question seems as if you are looking at Customer Statement (Transactions) which shows all invoices, receipts and other transactions as well.
Can you please reexamine your original post and in case you see anything not normal in Customer Statement (Unpaid invoices) report, then please share a full and clear screenshot of this report – you can redact any sensitive infomation.
Also, please share your Edition and Version number of Manager.
Thanks Ealfardan for reaching out.
I understand the differences and intention of the Customer Statement Unpaid Invoices and (full) Transaction report but this is not the behaviour I’m seeing.in the Desktop version - updated recently in May to 26.5.20.3630.
To replicate the issue, I’ve produced dummy data below to illustrate.
I had expected only the unpaid invoice for $770 to be listed, by design, as you mention.
Not a big deal with only a few transactions but over time, I’m seeing pages of transactions (including matched/applied receipts) which is making Customer Statements become unnecessarily cluttered.
Are you seeing something different in your system?
I see that you are using a Custom Theme for your Customer Statement (Unpaid Invoices) and it seems like all themes based on previous versions of default themes (i.e. Liquid or post messaging) can only get transactions list and not unpaid invoices.
You need to upgrade your theme to use API4 enpoint.
Many thanks Ebrahim for your interest in this topic.
I did some more research last night and also concluded the Custom Theme is the problem. When switching the Custom Theme toggle OFF, the Customer Statement then correctly displays only UNPAID invoices. Thanks again.
I used Custom Theme on Customer Statement (Unpaid Ivoices0< but it show the statement of customer statement (transactions). When I use default theme, it’s all fine
Welcome to the forum @L_K_Management_Servi,
Yes, that is exactly the issue.
However, if you rewrite your theme to the latest API4 spec, you should have no problem.
The recommended approach is to create your theme from scratch using AI.
You can also adapt this theme, which will work just fine: