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My needs are small. I already have my Freshbook account up and running and I need to change the way a statement displays. I never have to send the invoices created in Freshbooks as we send a paper statement to each customer at the end of each month. I need to have this adaptable to use on multiple Freshbooks accounts.
Here is what I'm looking to accomplish.
When you click "Account Statement" for a client the following "magic" happens making the page display the following:
Shows "Account Balance"
"Detailed Summary" includes - Still past due (with late fee if applicable) + partial paid invoices + new, current due invoices
Does not display whats typically toward the bottom "Amount Total", "Paid Total", "Credit Total" and "Account Summary" section (except "Payments" line - see below)
Only includes latest payments received total from the previous month (last 31 days) shown on the "Payments" line of the account summary
Under # column in Detailed Summary add Item type descriptor(s) sourced from the invoice and the assigned PO number (if applicable) to existing information
Format for client address information to display properly thru standard #10 business window envelope
Display a text box stating late fee terms.
Freshbooks is about 95% right for me: I just need the simplicity of scaling down this report since our invoicing is done in real time.