How to save customers monthly statement in Database

Jivant_Khatri_Jivo · January 7, 2018, 11:48am

Dear all,

Is there some way to have statement tab in Accounts

When statement tab is clicked it list all customer accounts.

When a customer account is clicked it lists customers monthly account statement.

I am looking for solutions similar to attached picture is it possible? If possible please post tutorials.

JTRTech · January 7, 2018, 12:42pm

Have you looked at the accounts screen from the nav menu?

Jivant_Khatri_Jivo · January 7, 2018, 12:58pm

Hi JTRTech,

I have came to this screen from Settings > Accounts.

JTRTech · January 7, 2018, 1:29pm

Yes, just have you looked at the accounts screen from the nav menu?
It lists accounts and balances.
You can create custom accounts screens also.