We have a customer that overpaid an invoice and we would like to send a statement to them showing a credit on their account for this overpayment only. However, they have another invoice that is pulling into the statement that we do not want to show, as payment has been collected for this delivery, but not yet processed.
Is there a way to pull a statement that shows ONLY the credits on an account?
I have pulled the Customer Detailed Aging and cannot find a filter to only show the overpayment
12/1 18665 Overpayment -27.40 *
12/4 Posted Sales Invoice $90.00
12/5 19522 Overpayment -30.00*
*would like to create a statement to show only these credits. Is there a way?
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