Hello, I am trying to find the best way to process multiple customer account statements at once.
Right now, we are using Quickbooks, and one of the things that it allows us to do is create statements for all Customers with open account balances. Once you click print, Quickbooks then prints out multiple statements (one statement per customer), and on each statement, it gives them an overview of how many invoices are outstanding, each invoice’s number and posting date as well as the original amount and balance owed.
We generally process these statements every month and mail them to the customer so they can get a complete overview of their account, and handle any past due balances.
I would like the ability to do something similar within ERPNext, and considering that this is a fairly standard accounting procedure, I would be surprised if it is not already built in. So far though, the only thing that I have found that produces a result similar to what we have now is running an Accounts Receivable Report, which gives me about 99% of what I need, however when I go to print the report, I only have the option of printing the full report, which lists all the customers, or I can filter the report down to individual customers, but that is incredibly time consuming given that we typically have anywhere from 50-100 customers owing us at any given moment.
If someone could chime in on this, I would appreciate it.