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Can I View/Print a Client's Statement of Account?
Is there any way that I can print a complete statement of a client's account with all invoices, payments and balances for a given date range?
I’m puzzled
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Inappropriate?Hi
This isn't possible at the present time, but it's a really good idea which we'll discuss further.
I’m thankful
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Inappropriate?Can you suggest any way of providing a client with a summary of what they owe and what they've paid?
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Inappropriate?Sure thing.
If you click on a Contact, at the bottom of the page you'll see a table titled Account History, which should contain all the information you require:
One option which might work for you (but admittedly is a bit fiddly) would be to drag and select the text in this this table, then Copy and Paste it into Excel (or similar) and format it accordingly.
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This answers the question
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That's good enough for now. Thanks for the prompt reply. -
Inappropriate?Just to add weight to this - currently have lots of clients holding out on bills! Would love to send some PDF's of their accounts with me...
I’m sad
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Inappropriate?I've found that some companies won't even consider payment unless a statement is sent - so this is a fairly important feature.
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