Accounts | Statement of Account for Client Accounts

Summary:

Implement a feature to generate a Statement of Account for client accounts directly within Formitize. This feature is essential for clients who need a comprehensive statement to initiate payments.

Intended Outcome:

Provide an in-platform option to generate and send Statements of Account to clients, improving payment collection processes without relying on third-party software like Xero.

Benefits:

• Saves time by consolidating account management within Formitize.

• Enhances client communication by providing clear account statements.

• Increases efficiency in managing client payments and follow-ups.

Original Request:

Much needed feature is statement of account for clients accounts as some clients don't pay when just receiving invoice it is the statement of account is required to initiate payments. I know this can be done through Xero. But to be able to do as much from Formitize in clients account page would be such a time saver.