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November 5, 2019
Question

How do I turn an invoice into a statement

  • November 5, 2019
  • 1 reply
  • 2 views
No text available

1 reply

Level 10
November 5, 2019

Hi crellis92

 

When you have an invoice/s and payments relating to a customer and you want to send the customer a breakdown you can do this by creating/sending them a statement. This can be done by selecting sales > customers > select the customer > to the right of new transaction select the drop down menu and select statement > select the relevant statement type and the date range > apply