How to make a customer account statement?

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muhammad akbar

• May 19, 2023 09:03

Hi, I have customers that buy on account multiple time before paying. How do I create a one page account statement with payment details and instructions?

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  Mohamed Hamdy Salah (El-Shenawy)

  • June 22, 2023 13:05

  Hi, I have the same issue. Did you find a solution?

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  Michael Lee

  • July 24, 2023 06:28

  I am also looking for something similar we have customers that buy on account and would like to have a statement listing all purchases for the month per customer. has anyone got any ideas on how to achieve it. 

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  Michael Lee

  • July 24, 2023 07:58

  I might a part solution as my customers on account each sales invoice is marked unpaid if you go to reporting and select Unpaid Sales by selecting your customer or just click show report it groups customers purchases and totals so you can get some sort of rough Statement for the month.

  Then you could make up a Word template with your banking details or payment options and use the printed unpaid sales print out as your printer paper sheet.

   

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  muhammad akbar

  • August 03, 2023 07:32

  I've ended up doing exactly what Michael suggested, as well as adding the individual invoices so the customer can check what each invoice is.

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  Michael Lee

  • August 03, 2023 07:47

  That's good news Muhammad while it isn't perfect it does give me the break down of customers at the end of each month grouped together.

  Would be nice it they had a built in report for Statements.

  Michael

   

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