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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H
Hybrid Accounting & Tax Services Inc.
Hello,
It would be better to have both multiple phone numbers and an email option available for two-factor authentication (2FA), as the system currently allows only one phone number.
Thank you,
Ganesh
Amanda Aparicio
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