account statement show unpaid invoices, transaction history show all transactions

2 votes

Customers are complaining that when we send them an account statement showing what they haven’t paid that it’s forever long. Yes we can filter and send them a statement but they’d like to be able to do it themselves and we would love that!

For a customer that has done many purchases this year, you'll see that if the user selects account statement it shows all invoices and payments done since January 1 this year. A lot! And they have to scroll to the bottom. And nobody wants to print something so long. Our old account statement just showed the items not paid. This is what our customers are used to.

There should be a complete transaction list and an account statement. Account statement shows unpaid invoices. Banks (such as chase) allow you to filter transactions in their account portal, we need the same features.

Under consideration Suggested by: Ryan Sparkman Upvoted: 02 Mar, '22 Comments: 0

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