{"id":5328,"date":"2020-02-27T12:32:50","date_gmt":"2020-02-27T12:32:50","guid":{"rendered":"http:\/\/vger.datos.co.uk\/ClientKnowledgebase\/?p=5328"},"modified":"2024-05-13T11:43:54","modified_gmt":"2024-05-13T11:43:54","slug":"improvements-to-customer-statements","status":"publish","type":"post","link":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/?p=5328","title":{"rendered":"Improvements To Customer Statements"},"content":{"rendered":"<p>Since the release of Season 18, you have been able to filter a customer&#8217;s statement on Invoices only.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-5113 aligncenter\" src=\"http:\/\/vger.datos.co.uk\/ClientKnowledgebase\/wp-content\/uploads\/2019\/12\/Untitled4-1.png\" alt=\"\" width=\"147\" height=\"204\" \/><\/p>\n<p>To view your customer statement, select <strong>Customer Setup, <\/strong>found under the <strong>Sales Ledger<\/strong> tab on your right hand <strong>Operations Menu.<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-5329 aligncenter\" src=\"http:\/\/vger.datos.co.uk\/ClientKnowledgebase\/wp-content\/uploads\/2020\/02\/Untitled-4.png\" alt=\"\" width=\"758\" height=\"434\" \/><\/p>\n<p>To open the customer statement, click the <strong>Financials<\/strong> tab and then click the <strong>Age Analysis total, <\/strong>highlighted above.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-5330 aligncenter\" src=\"http:\/\/vger.datos.co.uk\/ClientKnowledgebase\/wp-content\/uploads\/2020\/02\/Untitled1-1.png\" alt=\"\" width=\"761\" height=\"416\" \/><\/p>\n<p>With the statement view open, in the middle of the window, you will now see a check box to filter on <strong>Invoices<\/strong> along with the previously available filters for <strong>Receipts, Credit Notes<\/strong>.<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Since the release of Season 18, you have been able to filter a customer&#8217;s statement on Invoices only. To view your customer statement, select Customer Setup, found under the Sales Ledger tab on your right hand Operations Menu. To open the customer statement, click the Financials tab and then click the Age Analysis total, highlighted [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5,20],"tags":[],"class_list":["post-5328","post","type-post","status-publish","format-standard","hentry","category-howtoguides","category-howtooffice"],"_links":{"self":[{"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/posts\/5328","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=5328"}],"version-history":[{"count":1,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/posts\/5328\/revisions"}],"predecessor-version":[{"id":49495,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/posts\/5328\/revisions\/49495"}],"wp:attachment":[{"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=5328"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=5328"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=5328"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}