Anonymous
Not applicable

Do more with QuickBooks

Hey @Ashwanichand,

 

Sounds like you want to include a customer history on each invoice? I am not aware of an automated feature for this, but you could always print them out a customer detail report, filter for the customer, and include it alongside their invoice.

 

Doing this per invoice would be pretty manual. Instead, you could create custom reports for each of your customers and schedule them to go out via email on a weekly or monthly basis. 

 


 

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