Create A Statement of All Unpaid Invoices for Customer

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Bbowen1652
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Create A Statement of All Unpaid Invoices for Customer

Postby Bbowen1652 » Sat Jan 19, 2019 10:30 am

How do you create a statement for a client that shows a list of invoices that still need to be paid, with a total owed?
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Dave
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Re: Create A Statement of All Unpaid Invoices for Customer

Postby Dave » Mon Jan 21, 2019 1:32 pm

Reports->Accounting->Sales Reports at the top of the screen you will see a white button that says "Filter Report". Click this button and you will see a number of filtering options. You can set the "Order Status" to "Show only unpaid". Be sure the set the appropriate date range in the top right corner of the screen as well.
Bbowen1652
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Re: Create A Statement of All Unpaid Invoices for Customer

Postby Bbowen1652 » Sat Feb 09, 2019 5:31 pm

Thank you for the information. From this Sales Report filter I see that a client has more than one unpaid order.

If a customer has more than one order or invoice that is unpaid, can you create a statement that shows them the date, order number, and amount that they owe, with a total of all the unpaid invoices on a single client? This would be helpful to send to the client.




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