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Hi all, I am trying to print out a Customer Statement, where i only want to see Invoices not payments, I do not see an option to filter this when running this report?
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Hi,
I don't think you can filter on document type on the statement without customisation.
Do you want to send the statement to your customers like that or you need the data for analysis? If you need it for analysis you can filter by document type on the customer ledger entries.
Regards,
Marcell
It was to send direct to the customer, so only wanted this to show invoices, thanks for the reply though.
I think you need to take help of developer and customize the way you would like to have filters.
You might not even need a report for that. You can drill down to the balance of the customer in its card, clear "Closed" filter, and select the list of the customer invoices needed for the period. Copy them to Excel with needed fields and send to Customer.
if you just want entries to print then you can go to customer ledger entries and then filter for closed entries and for document type invoice. Then export the records to excel.
If you want to have it in a format of a report I think you need to talk with a NAV developer and do a modification.
You can also use Customer - Detail Trial Balace report
Tatiana
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