Statement report
Hi, It would be helpful to have following information on activity statement : Total Invoiced amount ( as on Invoice report) and all payment activities ( payment date and amount). Now we have to send two different documents for customers -Invoice report and the activity statement. Would be nice to have all required Information on one statement. Thank you!
Ruta Rudaite
shared this idea
Hi Ruta, apologies for the delayed response. I can see what you mean and appreciate the example you've provided (Thanks!).
From the looks, although not an exact statement format, the Receivable Invoice Summary report would show the details you're in need of here.
Within this report you can include Net/Gross columns of the invoiced amounts and also have Payments/Credits shown in a separate column.
You'll also be able to filter the report by Contact so you could export for a single Customer if that helps too.
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Luke Rawsthorn
commented
I agree - clients only want to see 1 report showing there full activity. Why would you provide 2 statements? Creates a lot of extra work for no reason for all parties involved.
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Ruta Rudaite
commented
Hi Kelly,
On the Contact Transaction reports it doesn't show total Invoiced amount. I will attach the example statement from our previous account system. If we could generate report or statement laike this, would be very helpful.
Thank you very much!
Kind Regards,
Ruta
