Account statement report for clients

Having the ability for a client OR Admins to be able to print or email a nice “Statement of Account” for a client is necessary to allow 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. Just a basic Statement of Account. Being able to filter date ranges for the statement is very important too.

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.

Please authenticate to join the conversation.

Upvoters

Status

Next (Scoping)

Board

Billing and Invoicing

Date

10 months ago

Author

Twilight I.T. Staff

Subscribe to post

Get notified by email when there are changes.