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Filtered Customer/Client Statements?

Question asked by Kali Murrell 5 months ago

Is there any way of generating customer statements up to a certain date or only including chosen invoices? I need to send a customer an up-to-date statement of account, but I have entered accrued items for our benefit that we haven't actually billed yet. I obviously don't want those items to show up on the statement that I send. Happens quite a lot on some engagements. Thanks.

1 Reply

Hi Kali,

There is not a way to only send a specific date range on a customer statement I'm afraid. If you need further support with this can I suggest raising a support ticket so we can see the account and advise more specifically?

All the best,

Mohamed.

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