There is no way to select a Date range for the Statements in MYOB Essentials
There is no way to choose between Activity or Invoice type Statements in MYOB Essentiasls
"Statement Date in M...
MYOB Essentials customer statements lack info and really dont look great.
They need activity not just current outstanding invoices. Customers would like to see invoices billed and payments made.
It would also be great if we could select a date range when emailing or printing statements.
Also need to be able to add logo.
Agree, I would like to see more functionality regarding customer statements.
I am the Treasurer for a small club. We run multiple events per annum, for which members are invoiced separately. When generating customer statements, all invoices for that customer are listed, however the 'Description' field for each invoice simply says "Sales Invoice". This is not meaningful for our members as it doesn't tell them what each charge is for (ie Membership, Function 1, Function 2, etc).
I do not need the additional functionality of AccountRight, nor can my club afford the additional fee. So while I understand Essentials is designed to be a basic package (which is all I need), I am a little surprised and disappointed to find it does not provide the functionality to generate meaningful statements for repeat customers.