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.