PierComp Hi all Is there a way of creating a report showing a clients balance so it can be sent to the client via email Pete
wrongecho Hello @PierComp, This isn't currently a feature but has been previously requested. It's something we agee is needed but is still in our backlog. https://forum.itflow.org/d/485-customer-statement-with-history https://forum.itflow.org/d/571-account-statement
johnny Technically you could just send them another invoice once clicked by the client it being them to guest invoice view page which will show the entire account balance along with all their unpaid invoices at the bottom
wrongecho Oh I guess also they can use the portal for now as that shows all invoice statuses. Didn't think of it like that.