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Easy way to create a Statement of Account for corporate client.
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One of our corporate clients is looking to get a statement of their account indicating all their invoices and payment history for the year. Is there an easy way to do this or is it a manual process?
The same question
We don't have a good way to do this at the time. You could try the following. Go to the leads page. Set the date range. Use keyword to filter on the customer. Uncheck statuses that are not actual events. Click the customize report button. Drag Payment Date/Time and Payment Amount over to the left. Set the Sort By to be Payment Date/Time. View or export the report. You may want to save it for future reference if you like it.
We don't have a good way to do this at the time. You could try the following. Go to the leads page. Set the date range. Use keyword to filter on the customer. Uncheck statuses that are not actual events. Click the customize report button. Drag Payment Date/Time and Payment Amount over to the left. Set the Sort By to be Payment Date/Time. View or export the report. You may want to save it for future reference if you like it.
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