Monthly Total Invoiced Amount per contact
Instead of showing only the cash out over the 12 months on the top of a contact show the total invoiced amount so that we could check all the invoices are on by matching the monthly figures to the statement.
3
votes
Rhys Owen
shared this idea
Hi Rhys, while not from the contact's record you can run the Receivable Invoice Summary report with a few filters to get what you need here.
If you Group by Contact and Filter by Approved you'll be able to see the invoices and a summary per Contact. If this is a report you'd want to view often, you could save as Custom to quickly access this anytime.