Customer Statement - Outstanding Balances??

New Contributor III

Does anyone have a better solution to printing and emailing customer statements, so there is a total outstanding amount clearly called out on the statement?

The current PDF groups balances not yet due along with balances that are up to 30 days past due. This makes sense for invoices due  immediately upon completion, but not for anyone on payment terms.

My current solution is running a report, exporting to excel and emailing outside of this system, which presents in a different way and is not the professional look we want for our brand.

Please give this votes


Valued Contributor

It used to have a button we could click that would let us not include non-exported invoices. That was sooooo much nicer. If they could just put that back, it would clean things up on the statements. Still voted.

ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Voted! I would like to see some improvements to statements as well.

Miranda Hufford, Office Manager @ Red Barn Service, LLC