Reporting - Customer Invoice Activity report for multiple contacts at once
It would be nice to be able to run a customer invoice activity report for multiple contacts at once to create giving statements for all contacts. It will be tedious to run the report individually for all clients. It would be nice to have the contacts address be added.
This can also be done in Statements if we are able to adjust the results that show on the statement. The activity report is nice because you can just select payments and remove invoices.
Justin Sheffield
shared this idea
Hey Justin, just rounding back on this one. We've had a bit of a test, and this functionality is actually possible with the Receivable Invoice Detail or summary report atm.
Depending on your needs, you'll be able to group and filter this report and can then export at as you would the Customer Invoice Activity report.
