Anonymous
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287 votesAnonymous
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128 votes
Hello everyone,
As a first step towards meeting this requirement, we’ve provided the option to attach the list of unpaid invoices and send it to your customers. It will be available while choosing to email the customer statement.
You can take a look at this help document to know the steps:
https://www.zoho.com/invoice/help/contacts/contact-actions.html#send-customer-statement
(Refer “Send list of unpaid Invoices”)Earlier, the customer statement cannot be customized to filter a specific set of invoices and we believe this enhancement of sending the list of unpaid invoices alone would serve as a workaround :)
We’ll keep you posted on any further progress on this.
Cheers,
Reshma.An error occurred while saving the comment Anonymous
supported this idea
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12 votes
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.An error occurred while saving the comment 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.
Anonymous
supported this idea
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I am desperate for an automated "Outstandings" report, filtered by client. Our clients request this at the end of every month!! My clients don't want a statement listing every transaction. They just want a report that tells them what they owe us....