Customer Statement PDF

I know this topic has been covered multiple times but I couldn’t get a easy way to generate a PDF with customer outstanding invoices and due dates.

There is the automated way but I want to generate for single customer at a time and send them a personal email.

Process Statement of Accounts option allows you to download the statement and send it manually. You can also generate the statement for one customer at a time.

Refer the docs:

Thanks for the info, I tried that but it lacks basic details.

  1. You shouldn’t have to select dates, all outstanding items should get pulled.
  2. Doesn’t show due dates bases on customer terms
  3. Remarks field, customer doesn’t need to know.

This solution might work a little better

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