Hi there!
When you get this, would you be so kind and let me know what I have to do to extract a sales statement for customers that shows all their payments, including bank receipts allocated on account, please?
I had a very crossed caller complaining that “all” his payments were missing and that he had paid but we were hiding his payments, even though the outstanding balance was a reduced amount from his invoices, the guy would just not accept the way I presented his figures.
I am sorry but not displaying payments on account and credit notes have caused a lot of aggravation so naturally, I am desperate for a full activity statement.
I really hope a full activity print-out can be possible.
Outpouring over, lol, thank you very much in advance!
Alicia
Hi Eddie_B
Thanks so much for your reply. I had changed the period but I had not noticed that the “Hide Items” feature was readily ticked for me and… of course, I gave my client a statement with payments hidden. It wasn’t until I read your answer one last time that I noticed the “ticks”. Goodness me! Lol
Thanks again! Alicia
Yes, a ticked box, hides the item from a statement, the image was an example, one I found, but had the first 2 boxes ticked, which would need to be unticked.