Hi, I'll try to help you. Within REPORTS, scroll down to find the Invoices and Received Payments Report within the "Who Owes You" section. This will bring up a list of all your customer invoices within a specified time period (you can change that time period in the box near the top of the report screen) These invoices will be listed along with their applied payments. You can also customize this and filer by customer. You can also select the small gear icon within the report and add the column "open balance" to see the invoices that remain unpaid (they have an open balance). This report you can print or save or email using the small icons in the right corner of that report.
If you want to make a statement to give to your customer showing the balance due and all the invoices for a period, then go to the Customer account. Select New and Statement. This will pop up a new screen. Select "balance forward" and the period you want to include (for example, the full year of 2023). Then click the Statements Available tab under Recipient List. Then you must actually click the small Print or Preview button on the bottom of the screen. This will generate a running balance statement that shows the invoices and payments throughout that period, along with any remaining open balance due.
Hope this helps you!
