Great that we can now send statements but a significant improvement would be to be able to filter the statement to show just the outstanding or also filter to show just recent transactions.
I can’t send a statement to some of our customers that is 8 pages long and 4 years worth of irrelevant data.
Thanks for the suggestion, Marc. Please don’t forget to vote for it, as every vote counts
For more on how we handle feature requests, please see 💡 Posting ideas & feature requests for Breww 💙
This would be great and also having the ability to select if a customer receives statements or not. We have some customers that do not need statements but do need invoices so we are not able to just remove all email addresses.
Great news, this has been implemented ![]()
Emailed customer account statements (sent manually or automatically) now only show outstanding lines. You can view either the full statement or just the outstanding statement, as needed.
@emma-roberts can you please raise a separate feature request for this. Although both are related to the account statements feature, these are separate requests, so they need their own threads. Thank you, and I’m sorry for not mentioning this before.
Maybe I am misunderstanding the statement, but when I download an outstanding items only overview I still see paid invoices show up. See screenshot. Only the red outlined invoices are still outstanding. the rest have all been paid.
We’ll look into this and get back to you soon.
@gijs-van-wiechen, we’ve made a change here that should resolve the issue in your screenshot. Can you let us know if you see anything else shown on the outstanding-only statement that shouldn’t be? Cheers.
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