Statement of Account for Customers
Kindly consider incorporating this common accounting report.
A statement of account is a detailed report of the contents of a customer's account. It is sent mainly to corporate clients (periodically), showing billings to and payments from the customer during a specific time period, resulting in an ending balance.
The following items are included in the statement for a specific period;
- Invoices issued
- Credit notes raised
- Payments received
- Withholding (WHT) tax deducted
Stacey Cossey commented
Also any store credits held would need to show on the statement also
this is what we need
This is very important to be able to charge customers who are not necessarily companies or organizations but who are grouping debts, just as in each invoice format, you can add a tag to show the total amount due from the customer.