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

Sales

Comments (3)
Merged ideas (3)

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Guest commented

15 Jun, 2022 11:47am

Sounds great. Would it be possible to be able to sort oustanding invoices by more than 30/60 days overdue rather than less than 60/90 days overdue?
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

19 Vote

Run Statements for selected customers all at once Merged

Could I please have it that if I just want to run statements for a handful of customers at a given point that I could do this all at one time without having to go in and out and in and out over and over again to each customer!!!!

Created 21 Apr 04:05pm

Sales

0 One For The Future
6 Vote

Customer Statements Filter by Balance Due Merged

Like in Sage 50 in your customers you can filter by balance due so you can select who you want to send a statement by an email.

Created 4 Jan 05:25pm

Reporting

0 One For The Future
6 Vote

Customer Statements Merged

When doing a statement run its not possible to see what customer is going to be sent a statement, I think that we should be able to see the list of clients that are getting statements, and at this stage be able to un-check ones that we dont want t...

Created 6 Sep 10:10am

Automation

0 One For The Future

Customer statements

Run Statements for selected customers all at once Merged

Customer Statements Filter by Balance Due Merged

Customer Statements Merged

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