Statement/report of monies owed

Yvonne Williams

July 16, 2021 19:39

I'd like to be able to issue a monthly statement or report to individual customers that owe me money.  I was asked by one of my customers to send them a spreadsheet but since I only use Trucking Office and not Quickbooks, I had to come up with an Excel spreadsheet by hand.  

0

• 

  William Barnes

  July 18, 2021 03:00

  Contact customer support. They can guide you on submitting a spreadsheet in Trucking Office.

  0
• 

  Allen Campbell

  July 21, 2021 16:38

  You can see the total amount owed by a customer by clicking on the customer name on the invoice list.  This will sort the list and only show the ones for that customer.  The total amount owed is at the top of the screen.  I understand that we don't really have a report or an easy way to export that list.  But, you can click view then send via email and re-email over each invoice with an unpaid balance.

  0

Please sign in to leave a comment.