Customer Invoice Report - Filter by Contact
Hi
I was wondering whether you are looking at adding more filters to the Customer Invoice Report so that we can filter it by a single Contact? Presently whenever I need to show a customer what they have and haven't paid and on what dates, I am exporting the whole report to excel and then deleting all the lines that don't relate to that contact.
Thanks
Hi team - The new Contact Transactions - Receivables report has just been released. :)
See how you can access and tailor all the new Contact reports on our Blog - Test them out for yourself and let us know what you think.
I can also confirm the issue with only the first 100s contacts has been resolved, so you should be able to access all contacts from the drop-down selection now.