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Hey everyone, back again with some progress to share with you all here. Our product team have made good headway in this space over the past few months and we'll soon be at a stage where we'd like to invite users in for an early release!
As a foundational step to enabling this feature, we're currently rolling out the ability for your customers to view statements online, so that they always have a real-time view of what's due and overdue. We're aiming to roll out a "Pay" button to statements later this year, so that your customers can then pay multiple outstanding invoices in one go.
If you'd be interested in being a part of our early release, please fill out this form.✍️
While we may not be able to invite everyone who signs up into the early release, I'll round back with more updates on this idea to…
Shawn Yu supported this idea ·
An error occurred while saving the comment Shawn Yu commented
Totally agreed. It reduces a lot of time for the customer and client manager to reconcile and match payments. Please add in.
Please add PAYG Instalments into the Estate trust return. It is important for us to advise the client when it comes to tax payable.