Hi all,
first my thanks to everyone who is part of this project.
My request is for a simple report that can run a simple balance sheet like summary of invoices vs payments for a specific client with a final status of that specific client balance.
before the report is run the user selects.
- client name
- statement period.
- invoice groups to add e.g quotes, invoices payments
a preliminary report is run and the user can remove items from the report and check summary, then finally publish save, and send via email template etc.
would post a pic but looks like new user cant upload images.
best regards guys and keep up the good work.