Statements
Question asked by Brenda Balmer 7 years ago
It would ideal to have a tab along the top for customer statements and be able to click on the customer and see their statement without having to navigate through the customers.
Hi Brenda,
Thank you for your suggestion! However, have you tried to access the customer statements by heading to Contacts > Customers > Then clicking on the amount due, which should bring you to their customer statement. For example:
Tommy
Best answerThanks Tommy, yes I do this but just think its a long winded process to keep having to go through contacts each time e.g clicking on the letter etc.
Hi Brenda,
I see, but if we had a tab at the top, you will still have to select the customer.
Tommy
I guess its the customer selection that I find bothersome. I'm a control and F person who rather than clicking :)
Hi Brenda,
Ah I see, but you could go to Contacts > Customers and Ctrl F from there, then click the balance to open the customer statement :)
Tommy
Great, thank you
No problem! :)
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