Hi. I am wanting to send a couple customers a statement showing all their outstanding invoices as well as any payments they have made. So to basically show their customer account history for 3-4 months. I can see this on the system but I cannot seem to make it into a “statement” to be able to send it to the customer. Please help! Thank you in advance!
Go to Reports/Customer Statements and select Transactions.
Oh my goodness you are a lifesaver! Thank you! X x x