Client Statements
planned
Amanda Aparicio
Show the client information about the following:
- How much they have in outstanding invoices
- How much they have in credits with the firm
- How much they have in retainers with the firm
- Payments that have been made by them with the firm
Additionally, give users a button to generate a PDF version of this statement for clients that don't utilize the online Portal.
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K
Kristin Dodd
Can invoices also have the client's address. Since not everyone uses email or the portal, being able to print and mail the invoice without having to go back and look up the address would be helpful!
C
Crystal Karsten
IN addition, can we add the firms address to the statements so they can send a check if mailed.
A
Arielle Helkowski
It would be great if we could also have a late fee section on the statement for any fees that have incurred due to missed/failed payments and have the A/R aging balance at the bottom.
Amanda Aparicio
updated the status to
planned
M
Marcy Hartung
Statements would be wonderful! We have most out clients are not using the portal, but i need to send them statements when they miss payments