Customer Account Statements

[hytekcomputers]

Hello,

Sometimes we are put in a position where account statements would come in handy for our customers that accumulate several invoices, especially when they are overdue.

Right now we have to manually export the the invoices out of square via .csv or we just use screenshots of the outstanding invoices and type out what's owing/which invoice was paid by which payment method, etc. We also utilize the heck out of invoice reminders but some of our clients still get confused.

It's a lot of manual work being done. Account statements would be an excellent feature to have and for most businesses at some point their customers will request a statement so they can see a simplified breakdown.

[HrtngG]

Has there been any progress on this? We've been running into the same issue of needing to create a collective statement at end of month that includes multiples invoices and a house account balance. We're currently moving everything to house accounts just so that we can do statements!