I just had a thought while testing. Paid invoices showing in statements may grow to be too much,… Also, you may not wish to show the client every time they look at a statement (they would usually look to see a list of which invoices they still need to pay), or remind the client how much they spent with you over the past years as they may use this as leverage to get discounts or leave as you are too expensive 
Perhaps a button to toggle show/hide ‘paid invoices’ on or off on statements. Also, I’m just fast thinking forward, and looking at my current "outdated invoicing system’. If a client had paid 100+ invoices over a few years, what would that statement look like if you are sending them a statement for credit control purposes… May get crazy…
This gives a choice for companies that use statements for credit control, and companies that use statements for historical reasons (which seems to be less important in my humble opinion).
Thanks.
Don
Thanks for the suggestion. You can already hide paid invoices in client statement, you just need to tick the following box.
Also if you leave them in the Period drop down will ensure paid invoices are only shown as far back as the period start date. Hope that helps!
I just tried doing this and it doesn’t work.
The Paid Invoices tickbox and Period dropdown only change the statement for me, the business owner, when I’m viewing it - not for the client.
Let’s say I tick ‘Hide Paid Invoices’ and set period to ‘this month’, then hit the refresh icon. I get the edited view with only the latest, open, invoices.
However if I then copy the link and send it to the client, when the client follows that link they will see a statement with the options reset. It will show paid invoices and Period will be reset to “Past six months”. As the OP says, that’s too much information. It’s confusing and unnecessary.
Yes, the client can then change the options manually, but they shouldn’t have to. It’s confusing for them and it’s not customer-friendly.
This does have a practical significance: I’m sending two invoices for separate bookings to some of my customers, and I like to give them the opportunity of paying for both bookings with a single Stripe payment. So I want to email them a link that will allow them to do that. The Statement link would do that… if only it kept the options that I chose when I generated the link.
Hi @AndyK
A lot has changed since the last post here, 11 years ago.
However, I believe the option you’re looking for is the “Set Defaults” option on the client statement:
Thanks - I hadn’t noticed that new feature. (I’m guessing it’s very new as it’s now got an announcement across the top of the page.)
That does raise another question, though - where do you publish the release notes for updates/bugfixes/enhancements? I don’t remember seeing any and a quick trawl through the knowledgebase and forum didn’t reveal anything obvious.