Account statement report for clients

Feature Request

Be able to print or email a nice “Statement of Account” for a client

How Would You Use This in Upmind?

For clients to see a history for reconciliation purposes, and to be able to email statements like this so they can see what has been paid and what is outstanding.

What problem does this solve for you?

Clients constantly asking to see what services they paid for the month, quarter, or year. Allows clients accounting departments to get a regular statement showing paid and outstanding invoices.

Impact of not having this feature

We have to spend hours, taking screenshots and emailing to clients requesting this. Would save us at least 20 man hours per month.