Account statement for Customer Group

[ben-duck]

Hi, it would be very useful to be able to generate an account statement for an entire customer group in one go rather than having to do so for each individual customer in the group.

Thanks
Ben

[joe-ensall]

Hi Ben,

Welcome to the community and thank you for the suggestion.

I can see how this would be useful so if any other breweries would like this feature, please vote for it using the button above.

I will make sure to update you if there are any developments on this.

[simon-brown]

Hi, we have a number of small pub groups who pay for all outlets orders from head office, most have requested a monthly statement for all invoices in one place.
Can we have that implemented so when you click on a Customer Group you can produce a statement of account which can be emailed to the head office.

[luke]

Thanks for the suggestion, Simon, I’ve merged your thread with another looking for the same thing to keep all the votes in one place

[Georgia]

Hello, Is there any update with this feature request?

[luke]

There’s no update to report on this yet. We’re working hard to improve Breww all the time, but with multiple requests coming in every day, it takes quite a bit of keeping up with!

If you haven’t already, please vote for this request, as this will help push it up the priory list too - use the button in the top-left (you may need to scroll to the top of the page).

We will always post an update on the thread if there’s been any news, so keep an eye on the thread for updates. You can also make sure you’re subscribed to notifications by using the button on the right of the thread.

For more information on how feature requests work and for help on voting and subscribing to updates, please see this guide:

Posting ideas & feature requests for Breww

Have an idea or request? Discuss and plan it here. As a community, we can work together to make Breww even better than the Breww team could do without your input. Everyone has 20 votes, so please vote for your favourite ideas to help the Breww team prioritise what’s important to you. We’ve been building and further developing Breww ever since it was first released for early adopters, and always with the advice and suggestions of our breweries. By using the feature requests area of the Breww Com…

Cheers!

[max]

Good news, this is now live

You can now view an account statement for a Parent company, add payments to them directly, and apply those payments to invoices of its child customers.

Thanks again for the suggestion, and we hope that helps!

[kate-gardiner]

hey,
I’ve just tried out the new feature and its good but it would be fantastic if you could export the statement to an excel file.

[luke]

Thanks, Kate, it’s great to hear this is helpful.

We plan to add export functionality in the future, and it has its own feature request at Export customer account statements to Excel and PDF. If you could give that one a vote to show your support for it, that would be great. Thank you.