Statement of accounts only with details of outstanding invoices
An option to generate statement of accounts without payment details, and only details of outstanding invoices.
Anonymous
shared this idea
Hello,
We are so glad to let you know that we have provided the option to send out the “unpaid invoices” list to your customers.
This help document below explains the steps along with screenshots :
https://www.zoho.com/invoice/help/contacts/contact-actions.html#send-customer-statement
Hope you are happy to hear this :)
Regards,
Reshma.
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Anonymous
commented
A report that can be filtered by Client/Customer, listing ONLY what they owe. I really need this report to have an automated feature. My clients request 'outstanding' reports at the end of every month, in order for us to get paid. I currently do this by going to Aging Summary, clicking on the individual client and exporting it then emailing it seperately through my email program. With over 50 clients this is getting very frustrating. I need it to happen automatically every month.