Forum Discussion

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...
  • Tracey_H's avatar
    Tracey_H
    4 years ago

    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.

MF_SD's avatar
MF_SD
Experienced Cover User

Hi 

 

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

 

Tracey_H's avatar
Tracey_H
Former Staff
4 years ago

Hi MF_SD 

 

In Print/Email Statements>>Statement Type field, Invoice lists all invoices aged at a specified date and Activity lists all sales and payments in the date range. In Advanced Filters make sure Show Itemised Payment details for each invoice is not ticked.

 

Please let me know if you need further help.