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January 15, 2024
Question

Can I create a customer statement that reflects payments and invoices?

  • January 15, 2024
  • 1 reply
  • 0 views
I need to show payments that have been made and the invoices they have been applied to

1 reply

Candice C
January 15, 2024

Good morning, @VinesHOA

 

Welcome to the Community! 

 

There are two options that could work for you to get the results you want for reviewing customer's invoices and payments: 

 

Option 1:

 

Use the Transaction Statement for the statement type to see invoices and payments for that specific customer. 

 

Option 2:

 

Use the Invoices and Received Payments report listed within your account to view this transactions with that customer and others. You can also customize reports to your liking and export them. 

 

Let me know which option worked better for you and your business. I'm only a post away if you need me again. Take care!