Is it a statement or an list of unpaid invoices?

[bountybar]

I'm very pleased to see the new statement option included for free in the latest updates but surprised at its output.

Unless I'm missing a trick all I can get it to do is output a list of invoices that have been produced within the paid cutoff date showing their outstanding balances, while this is a really good addition it seems like its ver 0.1 rather than a fully functional module.

I would have liked to see a options page before running the statements in much the same way as the Autoinvoice as this would allow fine control of cutoff days and perhaps even allow production of statements for everyone in one go ( I understand I would need to send them individually).

But for me the biggest omission is not including the actual payments themselves along with an outstanding balance. Often statements need to be issued to clear up payment disputes where both parties involved are unable to agree outstanding credit/debit figures. In the past I've used payment reports to do this but it would be better to be able to use a formal statement of account which shows payments that are allocated to invoices with entry dates and a running balance. Showing that a large invoice has an outstanding balance of x is not much help if x is in dispute, showing all the partial payments made against the invoice that leads to an outstanding balance of x will quickly highlight the problem.

More than you want to do for free? Hey make it a new module that I have to pay for! Your software saves me more than I paid for it every month if not week I need an excuse to support you more -love it.

[bountybar]

Oh and it would also help if the statements had an option to use their own graphic at the top of the page rather than the invoice one. My invoice header has the word Invoice built into it!

[Adam]

Thanks for writing!  The "Paid cutoff date" is really only used when you want to show 100% paid invoices (zero balance invoices).  Most people only need to show "open" invoices, in which case you would not want to "Include Paid Invoices".  If you do want to show the Paid invoices, you have the standard 30, 60, 90, 120, 180 or 360 days windows to include those invoices.

I will add your request of an expanded "payments" option to our "wish list".

It is unlikely that we would add a header section for the Statements.  If possible, can you remove the word "Invoice" from your header?