nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

Customer Historical Transaction Statement

Parters

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

Find more posts tagged with

Accepted answers

Tracey_H

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.

All comments

MF_SD

Invoices that customer have paid are showing on they statement. How do you only show outstanding inv?

Parters

Hi Tracey,

Thanks for your help. This is exactly what I needed.

Cheers

Tracey_H

Hi @Parters

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.