RELATED IDEAS
There is too much Information recorded on customer statements.
There is Too Much Information recorded on customer statements. We only need an invoice date column, invoice number column and an amount (debit/credit) column. Currently it has Date, Description (which records Job No., Inv No., Orig amount and the estimate number. Way too information and makes for a very messy statement. Can this please be updated?
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ADMIN RESPONSEOct 28, 2018
This already exists in the application. It is possible you have too many options selected in the statement wizard.
Including only these options...
Will produce a statement like this...
Great. Thanks Julie for clarifying. Yes invoicing by job is a little different. Unfortunately this isn't something easily rectified due to the underlying source code. I'll leave it as an OPEN idea though.
Generally in the building trade for example, the business will invoice (and take payment) against the customer (the parent) and not the job (child). This allows payments to be spread across multiple jobs from the one customer. That said, it may not suit your business so we'll leave this in the list for others to vote on.
Cheers,
Jason
Hello, thank you for your response. Please see attached screen shots. My statement wizard is and was setup as per your suggestion. It is the the description that has too much info. We use Job's and this is where the problems is I think.