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 a transactional statement of their account for a particular time period. eg 01/01/21 to 30/04/21.

 

Thanks for your help

  • 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.

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  • Tracey_H's avatar
    Tracey_H
    Former Staff
    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.

    • Parters's avatar
      Parters
      Contributing Cover User
      4 years ago

      Hi Tracey,

       

      Thanks for your help. This is exactly what I needed.

       

      Cheers

      • Tracey_H's avatar
        Tracey_H
        Former Staff
        4 years ago

        You're very welcome Parters 

         

        Please don't hesitate to post again if you need help in the future.

    • MF_SD's avatar
      MF_SD
      Experienced Cover User
      3 years ago

      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
        3 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.