I need to send a client a list of all their invoices in the last 12 months. I have looked at a statement but this only lists outstanding invoices and has a total in the top right hand box. What I need is a report that lists all the invoices raised in date order and a not beside whether settled or outstanding. I am sure this must be there as it is fairly simple but i cannot find it. Can you help?
Hi @Larrybulmer
If you view a statement as you would normally, ensure none of the boxes are ticked at the top, select last 12 months, and refresh (where the arrow points), this will then list all invoices, credit notes and payments for the previous 12 months:
If an invoice is overdue, this will be shown on an additional line, like this:
Of course, if you want to hide the payments and credit notes, feel free to adjust the boxes at the top to suit your needs.
I hope that helps!
This topic was automatically closed after 7 days. New replies are no longer allowed.