Payment details don't show up on statements.
Hi,
Some customers I do not invoice - they only want me to send a statement at the end of every month - however there is nowhere on the form where payment details show up. I would like to be able to have my direct debit details show up on these statements.
Cheers,
Dustin
- Julie_B12 years agoTrusted User
Hi Dustin - you say you don't invoice your customer, so I'm presuming you use Receive Money to the customer's card to record the income?
Statements are only relative to "sales", and therefore invoices created and paid.
Presuming you are using AR2012.x or better ...
If your customer needs something from you to prove receipt of payment to you may I suggest you go to Reports, Card, Card Transactions and put in the necessary filters for that customer. You can then print, save or email (click on top left blue box with little white down arrow and choose Send) this to your client.
Hope this helps.
Julz
- Julie_B12 years agoTrusted User
Sorry Dustin - you're using LiveAccounts which could be different to above - I so often get these mixed up! LiveAccounts is not AccountRight Live LOL.
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