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.
- You shouldn’t have to select dates, all outstanding items should get pulled.
- Doesn’t show due dates bases on customer terms
- Remarks field, customer doesn’t need to know.
This solution might work a little better