Statement customization
Just wondering if there is a way to tweak the statements in such a way that they will not pick up every invoice?
We have several running invoices to which services are added throughout the month and then they are sent out at the end of each month.
Currently when pulling up statements, they list all of these invoices, even though they have not been finalized yet.
It would be nice to have a feature to exclude "in progress" invoices from the statements.
2
votes
Bea
shared this idea
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Tim Nyberg
commented
There are a few other comments like this one. Customization of statements and reports with an easy button to access customer ports from their customer window. Clients are always asking for a annual update of some kind.
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Greg
commented
Good idea