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.
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!