Settings and activity
2 results found
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24 votes
HI team, appreciate not directly within the Customer statement at present and being open we don't have immediate change planned for adding this to the customer statement. However, for the time being you could look to run the Customer Invoice Activity report which has a few more options for the columns and detail shown.
Once you've set up as you like you could save as Custom to make this readily available in your org and export to share externally with a customer/client.
An error occurred while saving the comment Sheena Sinclair supported this idea · -
11 votesSheena Sinclair supported this idea ·
I'd like to be able to print statements showing "outstanding" and with a running balance but under balance column I only get individual invoice amounts! I'd also like it to show the customer payments as the total payment, not all the individual invoices matched to it.