Customer Statements

FTERoo
FTERoo Quicken Windows 2017 Member ✭✭
edited October 2019 in Business and Rental Property Tools (Windows)
The user of Home and Business should be able to print a customer statement for [open invoices only]. A simple check box would allow this on the [layout] form.

Nothing changes except the math for selecting displayed items. Having just a date range for an option isn't that useful.

[removed - off-topic]

Comments

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    AFAIK, the Customer Statement is meant to be a complete chronological summary of all invoices, payments, credits, etc. issued for a customer since Day 1 or since the last date you generated Customer Statements. It's not meant to be a re-hash of prior invoice details, as has been requested in other discussions and it's not meant to be a filtered list of only unpaid invoices. In that respect it's more like a monthly bank statement, showing all the transactions which occurred during the selected time period.
This discussion has been closed.

Categories