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50 votes
Thanks for your feedback on the thread. Though not useful for all, we did bring attention to the reports that could help some people in the forums here.
We'll continue to consider this and other ideas for customer statements as the platform evolves.
Again not a full resolve but another option that could be handy for some is the inclusion of the Outstanding bills link when sending individual invoices to your customers. Through this, persons of a contact will be able to view and get detail of the invoices they have outstanding with you at any given time.
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Lawrence Williams
supported this idea
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An error occurred while saving the comment Lawrence Williams
commented
The copy and merge feature in Quotes achieves the basics of what is needed
when applied to invoices awaiting payment but it only works for one customer at a time.
The ability to send statements of unpaid invoices to all customers in this format would be a huge improvement.An error occurred while saving the comment Lawrence Williams
commented
An option to add a column showing descriptions of the invoices on customer statements would be helpful
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29 votesLawrence Williams
shared this idea
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It would enable customers to receive a summary of the invoices they need to pay without their having to refer to each individual invoice.
Currently you have to combine all invoices into one each month to achieve that result.
It would be a very helpful option to have.