It would be good to be able to send a 'Statement of Account' to a customer including invoices they have paid in full for a selected period
I have customers who have difficulties keeping track o...
Hi TeeWu
Thank you for your feedback and voting for this idea.
Payments for customers can be seen on activity statements. To generate an activity statement go to Sales>>Print/Email Statements>>Change the Statement type to be Activity>>Enter the required date range>>Tick the relevant customer and Print or Email. This will show you the charges and payments on the customers card over a period.
You can also do it with an invoice statement if you go into the Advance Filters window on the Review Statements Before Delivery window and select Show Itemised Payment Detail for Each Invoice. This will only work for partially paid invoices. This idea on the Idea Exchange is to include those closed invoices on the Invoice statement, so you can see the payments on closed invoices.