Ability to select which invoices are included on a customer statement

Idea suggested by Sam Broe 10 years ago

I would like to be able to select which invoices to include on a customer statement please.

We ask clients to pay into one of two different bank accounts (our bank account or our factoring company's account) depending on the type of work we do for them. A customer statement currently includes all unpaid invoices and asks for payment to the default bank account. This causes confusion for our clients.

By selecting the invoices we want to include, we can change the default bank account accordingly.

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5 Replies

As a workaround in the meantime how about setting up two different customers.

10 years ago

I also noticed recently that the statement link only displays invoices up to 12 months old - When a customer requested a full invoice record I had to send this link + individual .pdfs

10 years ago

Hi Dave,

If you want to increase the number of paid invoices on the statement link you can edit the number of Visible statement items for that particular customer:

file

10 years ago

Great stuff - Would it be possible to get a default setting for this? It occurs infrequently enough for this to work but I seem to be using it more lately!

10 years ago

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