Statements

Samantha Thomsett's Avatar

Samantha Thomsett

12 Oct, 2015 09:51 AM

Can we sent a statement showing orders against payments?

thanks

  1. Support Staff 1 Posted by Seth B on 12 Oct, 2015 09:48 PM

    Seth B's Avatar

    Hi Samantha,

    Not sure I understand the question here. Can you elaborate a bit?

    - Seth

  2. 2 Posted by Samantha Thomse... on 13 Oct, 2015 04:28 PM

    Samantha Thomsett's Avatar

    I'm afraid this is too hard to deal with by email I will call tomorrow and try and sort over the phone thanks anyways

    samantha
      From: Seth B <[email blocked]>
     To: [email blocked]
     Sent: Monday, 12 October 2015, 22:48
     Subject: Re: Statements [Questions #7149]
       
     #yiv3086025001 pre {width:92%;margin:10px 2%;padding:5px 2%;background:#efefef;border:1px solid #d6d6d6;}#yiv3086025001 blockquote {margin-left:0;padding-left:1em;border-left:5px solid #ccc;}

  3. Support Staff 3 Posted by Seth B on 14 Oct, 2015 05:15 AM

    Seth B's Avatar

    Samantha,

    Since you asked about statements, here are the type of things Cashboard can produce:

    **Multi invoice statement**

    This combines multiple invoices into one statement, and can be sent anytime you have more than one pending invoice open to the same client. The option will be shown on any of their invoices, as well as the “send invoice” dialogue inside the app.

    **CSV (Microsoft Excel / Google Spreadsheet) compatible export for Payments and Invoices**

    If you use the Home > Reports tab, you can filter/search against Payments, and Invoices. This option allows you to search by client, generating custom reports or “statements”. You can download these and open in your spreadsheet program of choice to format how you choose.

    If neither of those sound appealing, let’s try to discuss via email. I will be in transit the remainder of the week and have no time for phone discussions.

    Best regards,

    - Seth

  4. 4 Posted by Samantha Thomse... on 14 Oct, 2015 01:46 PM

    Samantha Thomsett's Avatar

    Omg I'm so so sorry I thought you were my university seth I'm so so sorry. Im looking at trying to send a customer a statement of account showing all invoices and all payments does this help

    Please ignore last few emails they are for something else

    ------------------------------

  5. 5 Posted by CPA Planning De... on 14 Oct, 2015 11:46 PM

    CPA Planning Design's Avatar

    There's no easy way to create a pdf showing that, but if you wanted to do it quickly, you could export the results of a search. Under the Income tab, you could do an advanced search (i.e. find your client) on the Invoices/Payments Sub-pages. Then export them and make them pretty in a spreadsheet. Just a thought.

    Cheers, Chris

  6. Support Staff 6 Posted by Seth B on 14 Oct, 2015 11:50 PM

    Seth B's Avatar

    Thanks Chris.

    Also, your clients can always login to Cashboard to see their entire payment and invoice history. Don’t forget that we do have a client UI.

    - Seth

  7. 7 Posted by CPA Planning De... on 14 Oct, 2015 11:58 PM

    CPA Planning Design's Avatar

    You're welcome Seth.

    Umm, or you can do what Seth said :)

  8. 8 Posted by Samantha Thomse... on 15 Oct, 2015 05:14 PM

    Samantha Thomsett's Avatar

    ah yes I forgot about that
          From: Seth B <[email blocked]>
     To: [email blocked]
     Sent: Thursday, 15 October 2015, 0:50
     Subject: Re: Statements [Questions #7149]
       
    #yiv8160236510 pre {width:92%;margin:10px 2%;padding:5px 2%;background:#efefef;border:1px solid #d6d6d6;}#yiv8160236510 blockquote {margin-left:0;padding-left:1em;border-left:5px solid #ccc;}

     Having trouble reading this? View this discussion online: Statements. Reply with #ignore to stop receiving notifications for this discussion.

  9. Seth B closed this discussion on 15 Oct, 2015 10:06 PM.

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