Forum Discussion

Contributing Cover User

4 years ago

Customer Historical Transaction Statement

Hi,

Just had a customer ask for a statement of their account, At present they do not have any invoices outstanding, so I don't have the option of printing a statement. Is there a way to print out a transactional statement of their account for a particular time period. eg 01/01/21 to 30/04/21.

Thanks for your help

Tracey_H
4 years ago
Hi Parters

Thanks for your post. The Customer Ledger report displays all invoices, payments and credits for the selected customer and can be filtered by a date range. You can find that report in Reports>>Sales>>Customer.

Please let me know if you need further help.

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

Tracey_H
Former Staff
4 years ago
Hi Parters

Thanks for your post. The Customer Ledger report displays all invoices, payments and credits for the selected customer and can be filtered by a date range. You can find that report in Reports>>Sales>>Customer.

Please let me know if you need further help.

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.
- Parters
  Contributing Cover User
  4 years ago
  Hi Tracey,
  
  Thanks for your help. This is exactly what I needed.
  
  Cheers
  - Tracey_H
    Former Staff
    4 years ago
    You're very welcome Parters
    
    Please don't hesitate to post again if you need help in the future.
- MF_SD
  Experienced Cover User
  4 years ago
  Hi
  
  Invoices that customer have paid are showing on they statement. How do you only show outstanding inv?
  - Tracey_H
    Former Staff
    4 years ago
    Hi MF_SD
    
    In Print/Email Statements>>Statement Type field, Invoice lists all invoices aged at a specified date and Activity lists all sales and payments in the date range. In Advanced Filters make sure Show Itemised Payment details for each invoice is not ticked.
    
    Please let me know if you need further help.