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Anonim 02.16

Client statements

How can I made statements per client

Réponse principale Justine 29/02/2016 15:41

Hello Juliens,

Hello Juliens,

You have two ways of generating client statements:

from the “Clients” tab: at the bottom of each client page, you have a link towards all the documents which concern this client (“View all invoices”)
from the list of your documents (Income > All): you can use the search engine on the left and type the name of the client in the field “Enter keyword or number” and use other search criteria to generate the list of relevant documents.

You can also use the Report tab to generate clients reports (including customers balance).

I hope to have answered your question. Otherwise feel free to contact me back.

Regards,

Justine

Service clientèle

Commentaires (1)

29/02/2016 15:41

Réponse principale

Hello Juliens,

Hello Juliens,

You have two ways of generating client statements:

from the “Clients” tab: at the bottom of each client page, you have a link towards all the documents which concern this client (“View all invoices”)
from the list of your documents (Income > All): you can use the search engine on the left and type the name of the client in the field “Enter keyword or number” and use other search criteria to generate the list of relevant documents.

You can also use the Report tab to generate clients reports (including customers balance).

I hope to have answered your question. Otherwise feel free to contact me back.

Regards,

Justine

Service clientèle