Process statement - unpaid vs all and date selection for all

Is there a way to select all invoices or only unpaid invoices for statement? We coudl nto find an option.

As well, if we want a statement of all paid and unpaid invoices over the course of a chosen time frame, how can this be done?


Hi @smokinjo,

ERPNext provides the default feature, so please check it.

You can add more filters for it.

You can also make a report using ‘Report Builder’ for Only Paid/Unpaid Invoice.

I hope this helps.

Thank You!

Thanks for your ideas. But, I was looking for the feature:

This seems t allow me to create a statement of invoices for a given client and send it to a client.

Dos this feature send all invoices? Or, only unpaid?

We were unable to find a way to choose unpaid vs all invoices? Can this be done?


You can select multiple invoices in the list view and render them to PDF (print) or email.

I think it’s a disservice to your customers to only send them the bills that are due rather than a date ranged account history, which allows them to reconcile it against their records. The customer is not in control of how you have applied their payments. That said, I can see how this would be confusing to a customer if they’re only used to seeing their outstanding payables.