Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
Stay in the Know
Be sure you're subscribed to NetSuite communication to stay in the know about monthly happenings, updates and announcements. Subscribe
Be sure you're subscribed to NetSuite communication to stay in the know about monthly happenings, updates and announcements. Subscribe
Please note that on Friday, March 20, 2026, at 8:00 PM Pacific time, our Case Management System will undergo a scheduled maintenance for approximately 4 hours. During this time, case creation via SuiteAnswers will be unavailable and inbound calls will be routed to Customer Service.
How to generate Customer Statement based on Invoice activity rather than a running balance?
Is there any solution out there for generating a customer statement that shows the customer their open transactions (usually invoices, but also credit memos and deposits; anything with an 'amount remaining') and the activity on those transactions? We've been working on a custom solution that looks something like this:
Customers can see, for example, that
- for invoice 0610138-IN there was 73.51 applied from their payment with check # 34938, but they still owe 8.15;
- or for invoice 0621008-IN we applied 192.30 from their credit memo 0610704-CM, but they still owe 15.38;
- and they have a credit memo 604054-CM that hasn't been applied to any invoice yet.
Tagged:
0