Statement Generation

We are currently sending customer statements directly via email using the Customer menu in Clear Books.

Currently, the generated email statements list the newest invoices at the top. However, standard accounting best practice—and our clients' preferences—requires statements to display the oldest invoices at the top (Ascending Date / Due Date order) so that overdue balances take highest priority at the top of the statement.

Could you please advise if there is a setting, custom script, or system update available to change the default sort order for customer email statements to display from oldest to newest?

If this feature is not currently configurable in our settings, please accept this as a formal feature request or let us know if your team can adjust this statement template parameter for our account.

Thank you for your assistance.

Gareth