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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Amanda Aparicio
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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