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Parters's avatar
Parters
Contributing Cover User
4 years ago
Solved

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...
  • Komal_S's avatar
    Komal_S
    3 years ago

    Hi gracew 

    In that case, I'd recommend checking if the original bill had any categories, because if you're using categories, you'll have to ensure the supplier debit has the same category allocated as the outstanding bill. This ensures the bill will display when applying the debit. Let me know how you get on with this. 

Parters's avatar
Parters
Contributing Cover User
4 years ago

Hi Tracey,

 

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

 

Cheers

Tracey_H's avatar
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.

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Historical Transaction Statement","id":"message:703912","revisionNum":1,"repliesCount":5,"author":{"__ref":"User:user:186261"},"depth":0,"hasGivenKudo":false,"board":{"__ref":"Forum:board:Sales_and_Purchases"},"conversation":{"__ref":"Conversation:conversation:703912"},"readOnly":true,"editFrozen":false,"moderationData":{"__ref":"ModerationData:moderation_data:703912"},"body@stripHtml({\"truncateLength\":200})":" 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...","body@stringLength":"359","rawBody":"

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

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You're very welcome Parters 

\n

 

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Please don't hesitate to post again if you need help in the future.

","body@stringLength":"322","rawBody":"

You're very welcome  

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Please don't hesitate to post again if you need help in the future.

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url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 5%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,24A12,12,0,1,0,0,12,12,12,0,0,0,12,24Zm1.82-10.71a1.2,1.2,0,0,0-1.2,1.2v4.2h-3s0-7.2,0-7.8h3v.89A3.72,3.72,0,0,1,15,10.91c1.78,0,3,1.29,3,3.78v4H15v-4.2A1.2,1.2,0,0,0,13.82,13.29ZM6.91,9.69h0A1.47,1.47,0,0,1,5.4,8.2,1.44,1.44,0,0,1,6.93,6.75a1.47,1.47,0,1,1,0,2.94Zm1.51,9h-3v-7.8h3Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .instagram a:before {\n background: 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Hi Parters 

\n

 

\n

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.

\n

 

\n

Please let me know if you need further help.

\n

 

\n

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

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Hi Tracey,

 

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

 

Cheers

","body@stringLength":"115","rawBody":"

Hi Tracey,

 

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

 

Cheers

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