tag:help.cashboardapp.com,2012-10-23:/discussions/questions/7149-statementsCashboard: Discussion 2018-10-19T08:13:12Ztag:help.cashboardapp.com,2012-10-23:Comment/381651422015-10-12T21:48:45Z2015-10-12T21:48:45ZStatements<div><p>Hi Samantha,</p>
<p>Not sure I understand the question here. Can you elaborate a
bit?</p>
<ul>
<li>Seth</li>
</ul></div>Seth Btag:help.cashboardapp.com,2012-10-23:Comment/381651422015-10-13T16:28:19Z2015-10-13T16:28:19ZStatements<div><p>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</p>
<p>samantha<br>
From: Seth B <a href="mailto:tender2+da353e5637@tenderapp.com">tender2+da353e5637@tenderapp.com</a><br>
To: <a href="mailto:samantha.thomsett@sky.com">samantha.thomsett@sky.com</a>
Sent: Monday, 12 October 2015, 22:48 Subject: Re: Statements
[Questions #7149]</p>
<p>#yiv3086025001 pre {width:92%;margin:10px 2%;padding:5px
2%;background:#efefef;border:1px solid #d6d6d6;}#yiv3086025001
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#ccc;}</p></div>Samantha Thomsetttag:help.cashboardapp.com,2012-10-23:Comment/381651422015-10-14T05:15:30Z2015-10-14T05:15:30ZStatements<div><p>Samantha,</p>
<p>Since you asked about statements, here are the type of things
Cashboard can produce:</p>
<p><strong>Multi invoice statement</strong></p>
<p>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.</p>
<p><strong>CSV (Microsoft Excel / Google Spreadsheet) compatible
export for Payments and Invoices</strong></p>
<p>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.</p>
<p>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.</p>
<p>Best regards,</p>
<ul>
<li>Seth</li>
</ul></div>Seth Btag:help.cashboardapp.com,2012-10-23:Comment/381651422015-10-14T13:46:05Z2015-10-14T13:46:05ZStatements<div><p>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</p>
<p>Please ignore last few emails they are for something else</p>
<hr></div>Samantha Thomsetttag:help.cashboardapp.com,2012-10-23:Comment/381651422015-10-14T23:46:49Z2015-10-14T23:46:49ZStatements<div><p>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.</p>
<p>Cheers, Chris</p></div>CPA Designtag:help.cashboardapp.com,2012-10-23:Comment/381651422015-10-14T23:50:45Z2015-10-14T23:50:45ZStatements<div><p>Thanks Chris.</p>
<p>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.</p>
<ul>
<li>Seth</li>
</ul></div>Seth Btag:help.cashboardapp.com,2012-10-23:Comment/381651422015-10-14T23:58:59Z2015-10-14T23:58:59ZStatements<div><p>You're welcome Seth.</p>
<p>Umm, or you can do what Seth said :)</p></div>CPA Designtag:help.cashboardapp.com,2012-10-23:Comment/381651422015-10-15T17:14:53Z2015-10-15T17:14:53ZStatements<div><p>ah yes I forgot about that<br>
From: Seth B <a href="mailto:tender2+da353e5637@tenderapp.com">tender2+da353e5637@tenderapp.com</a>
To: <a href="mailto:samantha.thomsett@sky.com">samantha.thomsett@sky.com</a>
Sent: Thursday, 15 October 2015, 0:50 Subject: Re: Statements
[Questions #7149]</p>
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#ccc;}</p>
<p>Having trouble reading this? View this discussion online:
Statements. Reply with #ignore to stop receiving notifications for
this discussion.</p></div>Samantha Thomsett