Sales Order receipts
Hi Folks, We create orders in Accountright (Desktop version) and issue customers with receipts. We are able to print showing the current running balance but many of our customers want the receip...
Forum Discussion
We create a quote for our customers. When they pay their deposit it is converted to an order. When the order arrives it is converted to an invoice. We need to be able to generate a statement showing orders and invoices for our customers? I have one customer who has 5 orders and 4 invoices.
Hey ihearne,
Love the workflow you’ve mapped out and I hear you on wanting one statement for that customer with 5 orders and 4 invoices. Statements are a summary of customer invoices and payments only. There isn’t an option to include orders because they don’t hit receivables until they’re invoiced. If you want to share the orders, you can email or print them one by one via:
- Sales
- Sales Register
- Orders in the Sales tab
Here's a helpful link about customer statements. You can also run the Sales Register report, filter Sale Status to Orders or Invoices, choose the specific customer and date range, then print or export a tidy summary.
Cheers,
Doreen
