Full statement as PDF
Idea suggested by Katrin Kerber 10 years ago
I'd like to send a customer their full statement via PDF, but at the moment the PDF and HTML view for statements only includes outstanding invoices and credit notes.
Pledged: £0
Hi Katrin
The above follows the traditional route of sending customers a statement of unpaid invoices, as a reminder of what's due and so the full statement (or full ledger account) was reserved for use if there was any query over what had been invoiced and paid in the past.
Having said that, if you click on the Full (web) statement, ie the Full statement button in the customer screen and then the top link to Full statement (that the customer would see if they followed the link) this shows your details & logo, you should be able to print to PDF via your browser.
Thanks Paul. I am aware of the web link version of the full view. I'd still prefer a full statement as a PDF version as I am not keen on the look of the web version one.
Hi Katrin,
I have updated this as a new idea for our development team to review for future.
You can of course send a 'running balance' which may be of some use.
You must 