Feature Requests

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Save statements that have previously been generated and sent. (the same way sent invoices can be)

We have clients that still owe money to us who are on payment plans - therefore they do not incur new charges monthly to need an invoice generated. I will generate a statement of account to be sent. I have come to realize that once that statement is sent, it is just gone unless I download it before sending. I can see in the audit log where it was created, but it does not pull it back up to be reviewed or printed for office use - I would have to recreate a new statement. This feels like an oversight to me, as this is for all intents and purposes, a bill being sent to a client - same as the invoice.

  • Guest
  • Sep 17 2021
Feature Request
How often would you use this request?

I send statements and invoices the first week of every month, but often need to recall these items throughout the month, so I would say I would use this feature weekly!

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  • Admin
    Shoaib Mehmood commented
    September 20, 2021 05:48

    Thank you for the suggestion. While we figure out the best way to provide this functionality, you can use a hack to view the statements generated in the past. On the Statements screen, click the 'Current Balance' column heading to see the full list of statements.

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