Customer Statements: Payments without invoices

Jonathan Klee

I want to export customer statements for the end of the year, but nothing is showing up. Do the payments have to be associated with an invoice for them to show up on customer statements? If so, can this be changed? I just want to see the all the payments that customers have made regardless of invoices.

Charlotte

Hi Jonathan, that's correct - Customer Statement info is populated by your invoice information, so payments not associated with invoices will be reflected there. You might also try Reports > Income by Customer to find the information you need.