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Statement

SWI-Accounts

One of my customer asked for statement from Oct-Dec 2019.

During these period, there are invoices that has been paid.

So when I run the statement, the closed invoices will not appeared in the statement.

Is it possible if the statement can show the closed invoice as well?

Anyone can help me with this
Thank you

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Accepted answers

Tracey_H

Hi @SWI-Accounts

An Activity Statement does show all transactions for that date range so will include payments. If you are wanting to only provide a list of invoices you could use the Sales (Customer Summary) report and hide any columns you don't want to display.

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.

All comments

SWI-Accounts

Hi @Tracey_H

Thank you for replying.

I have tried this, but we would like not to show the payments.
only invoices.

is it possible?

Thank you.

Tracey_H

Hi @SWI-Accounts

Thanks for your post. To show all invoices and payments in a specific date range you need to run an Activity type statement. To do this:

go to Print/Email Statements
click on Advanced Filters
change the Statement Type field to Activity
change the dates in the Statement Date field
click Ok

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.