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Statement - Customer statement including quotes

A new customer statement report, or tick box to include quotes

13 votes
Lee Langridge shared this idea  ·   ·  Report…  ·  Admin →
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  • Lauren Nikolovski commented  ·   ·  Report

    Yes. This would be great for progress invoicing, so that the customer can reconcile it back to the quoted amount.

  • Naomi Smith commented  ·   ·  Report

    Create link between the original quotation and the activity statement so that it shows on the statement as opening balance with following invoices being paid towards the outstanding amount.
    See example attached.