Invoices - Add customer's ageing summary under their latest invoice
Including an aging summary of the respective client in the latest invoice would provide valuable insight and enhance the document's effectiveness.
We can always refer to statements in case details are required.
Kajal Gurjar
shared this idea
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almed batlex
commented
Adding a customer’s ageing summary directly under their latest invoice would improve clarity and provide immediate insight into outstanding balances without requiring users to switch to separate statements. This enhancement would make invoices more informative and actionable at a glance, similar to how streamlined service pages like https://mountprobrisbane.com/ present all essential details in one place for better user understanding and efficiency.
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Kajal Gurjar
commented
Implementing the above approach will encourage customers to make consolidated payments, streamlining the process and avoiding separate payments for different invoices or when receiving statements.