Statements of Account currently list past due amounts by matter. It would helpful to have an option that lists past due amounts by invoice. Clients often say our Statements of Account are confusing. They say they only want to know what they owe for past due invoices, not what they owe for past due matters.
How often would you use this request?
All the time. It would save several hours answering client questions about Statements of Account every month.
|How do you accomplish this currently?|