Detailed statment for customers

1

Hello,
@lubos can you make this report ? this is complete customer bussiness summary report
i was made via custom reports but cant create like this …

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2

Basically your request is for a report that mixes the following:

  • Customer Statements (Transactions) – for the schedule part
  • Invoice Lines
  • Customer Statements (Unpaid Invoices) – for the totals part.

I am wondering about these questions:

  • How can you verify the totals from the details?

  • What purpose does listing the invoice lines inside the statement? The customer already knows this information from the invoice itself, why the repetition?

  • Wouldn’t sending the customer a full unpaid invoices SOA + another full transactions SOA be clearer?

3

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all combine detail reports…customer need sales invoice details when amount paid
last what is receivable amount

4

See this topic: Custom Report Customer detailed Statements