On Sat, 10 Mar 2001, Dieter Simader wrote:
> There is nothing at the moment to produce customer statements.
Having heard no arguments against creating a customer statement I'll
launch myself into it.
Not being an account-type I'll have to start with my experiences with
Peachtree (which is the package used where I used to work). Their
statement basically has the regular header stuff, like the invoice, and
then an itemized list of invoices and receipts with each invoice line
containing the invoice number, invoice date, invoice amount, and running
balance. The receipt lines (if I remember correctly) contain the receipt
id, receipt date, receipt amount, and a running balance. I couldn't find
an option to enter a receipt id (we used the check number or some other
identifier) using SQL-Ledger so I'd suggest this as an enhancement - and
possibly a note - to the receipts screen.
I think adding the note, from the invoice (and later the receipt),
before the invoice/receipt amount would be nice or helpful. This depends
on what people are using it for. This could be changed in the template.
Please let me know if this would meet the needs of others that expressed
an interest in a customer statement report.
Rod
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