This report allows you to view, email and print a statement outlining all the invoices partially and fully paid between your organisation and a specific contact (customer or supplier). This is most typically used when tracking down specific customer invoices and payments.
To view all financial activity for a contact you should use the Statement of Activity instead.
Using the Statement of Outstanding Invoices:
- Go to Reports > Outstanding Invoices (Statements Section)
- Click on the Report Filters (COG Icon) to the right of the Run Button
- Type to search for the Contact you wish to view this report. This is required.
- Enter the date you wish to view the report as it to see that snapshot in time or use todays date.
- Choose between Sales and Purchases
- Choose between View All Outstanding or Overdue Only
- Select the Currency or leave as the default AUD (Australian Dollar)
After the statement appears you can decide whether to print, email it as a PDF.