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?
Thanks
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?
Thanks
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:
process-statement-of-accounts
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?
Thanks
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.