Hello! I was just wondering if I can create statements?
Hello! I was just wondering if I can create statements?
Hello! I was just wondering if I can create statements?
Hi Neasa,
What kind of statements would you like to create, like Client Statements?
Pete
So there are a couple of things you can do the easiest is probably just to create a new client for each:
Pennys HQ
Pennys Henry Street
Pennys Lane
Then you can see them easily on the invoice overview page, sort them easily, search for them. It also means when you click on Pennys HQ, you can export/view a client statement, overdue statement for each of the stores.
Does that make sense?
Pete
So if you've to invoice HQ just create an invoice for HQ.
If you've to run a report on all invoices for HQ just click HQ, then Customer Statement and email.
If you've to run a report on all outstanding invoices for HQ just click HQ, then Outstanding Customer Statement and email.
Bingo all done.