Forum Discussion

SWI-Accounts's avatar
SWI-Accounts
Experienced User
5 years ago

Statement

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

  • Tracey_H's avatar
    Tracey_H
    5 years ago

    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.

  • Tracey_H's avatar
    Tracey_H
    Former Staff
    5 years ago

    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:

     

    1. go to Print/Email Statements
    2. click on Advanced Filters
    3. change the Statement Type field to Activity
    4. change the dates in the Statement Date field
    5. 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.

    • SWI-Accounts's avatar
      SWI-Accounts
      Experienced User
      5 years ago

      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's avatar
        Tracey_H
        Former Staff
        5 years ago

        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.

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