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Microsoft Dynamics NAV (Archived)

Customer Statement

Posted on by 415

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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  • Verified answer
    tpupko Profile Picture
    tpupko 2,048 on at
    RE: Customer Statement

    Hi,

    You can also use Customer - Detail Trial Balace report

    Det-Trail-Balance.PNG

    Tatiana

  • Verified answer
    TharangaC Profile Picture
    TharangaC 23,116 on at
    RE: Customer Statement

    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.

  • Verified answer
    Alexander Ermakov Profile Picture
    Alexander Ermakov 28,094 on at
    RE: Customer Statement

    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.

  • Suggested answer
    Amol Salvi Profile Picture
    Amol Salvi 18,694 on at
    RE: Customer Statement

    I think you need to take help of developer and customize the way you would like to have filters.

  • marley milo Profile Picture
    marley milo 415 on at
    RE: Customer Statement

    It was to send direct to the customer, so only wanted this to show invoices, thanks for the reply though.

  • Suggested answer
    Marcellus Profile Picture
    Marcellus 2,735 on at
    RE: Customer Statement

    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

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