Statement of Account
The current statement of account does not show only unpaid invoices rather it shows all invoices including the paid and unpaid along with payment details. This makes the customer who are having many invoices difficult to identify the unpaid invoices and complaints. Even to get this list from the reports it is not possible as none of the reports allow to check customer wise details rather it shows all customers and the total. Please consider this feature as the statement of account should remove the invoices which are fully offset and this feature is very common when any statement of accounts.
Vinod P S
shared this idea
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Donald Love
commented
To add to the voices here, the Zoho Books version of a "statement" is very odd and unconventional. Customers don't know what to do with it.
Seriously, Zoho engineers need to go sign up for a normal bookkeeping software and see what a statement looks like. It's unpaid invoices along with aging information (current, 30 days, 60 days, 90 days).
Having the full record of transactions for a customer might be sort of useful in some edge cases, but in the US at least, that makes for a totally unfamiliar experience for those receiving the statement.
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Anonymous
commented
We need this. Our customers complain about having to go through 10 pages of statements and cross-check with their account.
It should be separated into two different reports to send to the customer: transactions details vs statement.
Transactions details should have a detail of payment made & date paid so it is easier for customers to reconcile their accounts.
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N. Rebello
commented
I agree with the suggestion"Statement od Account". as above.
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Anonymous
commented
Totally agree.
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Nattawut
commented
I do agree too.
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Bee
commented
I do agree with this. Can you please remove the invoices that fully offset from SOA?