Feedback

On your billing platform, it would be nice to be able to set up late fees as a percentage or flat fee to be charged when the invoice becomes X amount of days late.

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.

Only clients are able to delete payment methods in the client portal themselves. However, it would be nice to have the ability to do so ourselves, especially when cards expire, close, etc.