Accounting Ideas

Customise description of Invoices on Customer Statements

At present it is possible to change the wording of the document description on sales invoices e.g. Fee Invoice instead of Sales Invoice. This does not carry through to customer statements. Calling all invoices "Sales Invoice" on the statement is inconsistent and does not look well on Professional Services invoices . If it is not possible to have customised names for invoices on customer statements then please change the default wording to "Invoice" instead of "Sales Invoice "

  • Guest
  • Aug 8 2021
  • Great Idea Currently In The Works
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  • Guest commented
    15 Dec, 2021 12:14pm

    We need to be able to customise statements, we should be able to select a date range of transactions to show on a statement ie only transactions for the current year, not transactions for all time as is currently the default. The statement summary report is more how a statement should be where you can choose a date range or can you at least allow us to email the statement summary report out via the cloud version like you can with a statement - as now I have to export the statement summary report and attach it to an email which is not very efficient when you are doing 100 statements!