Feature Requests

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Invoices have a dropdown to Settings, but Statements do not.

I understand that the settings of statements are controlled by the Flexible Billing Template, but this does not provide sufficient flexibility in as many areas as settings for invoices.

  • Fred Bopp
  • Jun 4 2020
How often would you use this request?

Whenever I send out a statement, so likely monthly.

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  • Guest commented
    June 11, 2020 15:04

    I would also love to have more flexibility generating the statements. The current default is generally confusing to our clients because a handful of clients give us a retainer payment on one project but not others. The statement is on client level. Most of the time statements are of no use to us and we generate it manually. If more flexibility is given, we would use it all the time.