Hi all. Quick one for you about statements. When I want to create client statements at the end of the month the only ones that appear under ‘Outstanding Statement’ and ‘Accounts Statement’ are the ones that are over due. How can I add any that are in the ‘draft/estimate’ category to this?
Account Statement – Will show you everything related to that client
Outstanding – Will show you outstanding
You can’t add Daft/Est as this reports are technically specific (as in if the client asks for an account statement, or overdue Statement, it has a specific meaning).
You can view Due in the main invoice overview screen, and you can always export all your invoices and sort them in excel to product any report you need.
Hope that helps, sorry for the delay in getting back to you.
Nope draft/estimate are invoices/drafts that haven’t been posted to your books. They’re like a work in progress.
Does that make sense.
When you create an invoice you need to
- send it
- mark it as sent
You can also do this in the overview screen.
Hope that helps.