Offer a feature to create a statement for a customer based on invoices within a certain time period (last month, last year).
We've been asked by customers to provide a statement of their spendings for last year, and could not find a way to create a report that would show the info in a statement form. The only way to do it is to create a report with a complete invoice dump, and then use the relevant details for the specific customer (a bit too long of a process..)
Livi
shared this idea
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services
commented
This would be very helpful! We have customers that ask us to provide them a statement to show all their payments within a specified time frame and I have not been able to find how to do this in repairshopr. It should be something similar to the open balance statement.
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Clifford
commented
I have just had the same request as I have had a customer short me £400 saying they have already paid it. There is no way I can find to pull out sales/invoices based on a single customer to show history. I now am going to have to do this manually with excel (sigh....)
This gets my vote!