Customer statements are the 2nd worst thing about live accounts. The worst is no recurring invoices.
Yes logo should be on the statement similar to invoices. The Customer Address should also be included.
The statement should be filterable for a date period. The filtered range should appear on the statement to make it clear to the customer. This would then return all invoices with a transaction in the period, plus any invoices with outstanding balances. The current statement only shows invoices that have an outstanding balance.
Prior to running the report the user should get the option of a summary report or a detailed report.
The summary report could be similar to the current report with some tweaks:
- Date field should remain
- It should show each invoice, with the the x characters of the invoice notes (as per the sales transaction report) rather then the current "Sales Invoice" in the description
- The Amount Remitted on the current statement is always blank. I don't really get the purpose of this field. It looks like it is for the customer to complete and send back if they have made a payment. I don't know if this is of any use or not to others, but it isn't to me.
The detailed report should include:
- Date Field
- Invoice No field should be changed to Reference No. (It could be a invoice or a payment received)
- It should display all transaction activity from the customer during the specified period. This would include the invoice, with the the x characters of the invoice notes (as per the sales transaction report) rather then the current "Sales Invoice" in the description. And then on the next line indented show each line of the invoice including qty and total of each line
- A new line item should be displayed for each payment received for that invoice, including the date received in the date field.
- A running balance
