I need a Customer Transaction Statement they shows the Open Balance on invoices
Hi there, Jevans.
I'm happy to help you out this afternoon. The open item statement is a great place to start, I'm including a helpful article that highlights how to create and view customer statements. As far as the details that the Open Item Statement doesn't include, can you elaborate on what information you want included that's missing?
Thank you for your time and I look forward to your response. Have a lovely afternoon.