Accounting Ideas

Customer statements

I currently have 45 pages (100 per page) of customers and going through each page to find out who to send a atatement to is very long winded. A filter (not just CIS) to customers owing or unpaid would help considerably

  • Guest
  • May 24 2021
  • One For The Future
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  • Guest commented
    28 Sep, 2021 08:17am

    Maybe be able to send statements from the outstanding invoice list and be able to click each customer that you want to send a statement to

  • Guest commented
    8 Sep, 2021 02:02pm

    Also if you could sort on customers list by amount owed would be helpful in seeing who needs statements