Statement - Customer statement including quotes
A new customer statement report, or tick box to include quotes
16
votes
Lee Langridge
shared this idea
-
Nicola Links
commented
Yes, that would be highly beneficial. We utilise quotes as proforma invoices, so this approach would support more effective follow up with clients regarding outstanding payment.
-
Lauren Nikolovski
commented
Yes. This would be great for progress invoicing, so that the customer can reconcile it back to the quoted amount.
-
Naomi Smith
commented
Create link between the original quotation and the activity statement so that it shows on the statement as opening balance with following invoices being paid towards the outstanding amount.
See example attached.