Reporting by account for collections purposes?


#1

Does anyone have a good suggestion on what report to use to collect and print all the transactions on a single account? I have a few delinquent customers that need to be sent to collections at this point, and when we were billing via QB Online, I would just print a statement, it doesn’t seem to do the same in Sonar.
Thank you!
Charity @ Bloosurf


#2

You can print a statement by clicking the 3 dotted button to the right of a due invoice and then clicking on Download statement. Feel free to send us a ticket at support@sonar.software if you have any other questions.