Settings and activity
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60 votes
Thanks for your feedback on the thread. Though not useful for all, we did bring attention to the reports that could help some people in the forums here.
We'll continue to consider this and other ideas for customer statements as the platform evolves.
Again not a full resolve but another option that could be handy for some is the inclusion of the Outstanding bills link when sending individual invoices to your customers. Through this, persons of a contact will be able to view and get detail of the invoices they have outstanding with you at any given time.
Kate White supported this idea ·
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12 votes
An error occurred while saving the comment Kate White supported this idea ·
Make it possible to opt out sending some clients a statement on the customer's details screen.