Statement Custom Ranges


I am trying to create a statement for a customer who wants to know what their balance was as of 31/03/2016 so I clicked on the custom range button. There seems to be a problem though as its still showing things created after that date.

Am I doing something wrong?

Thanks in advance

Hi @w9gga

The statement view will always show anything outstanding, regardless of the date range.

You may find the historical invoices report useful. This will show you an overview of all invoices with an outstanding balance at a set date. This is accessible from Reports > Show All Reports > Historical Debtor and Creditor Invoice Report

Thank you that helped! Its a bit long winded because i had to export to excel, sort in order of customer and then total but it got me what I wanted so all good.