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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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
marked this post as
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