Aeons ago I used a tool called Freshbooks and it had a feature that I’ve missed ever since - when sending an invoice, it would include a summary of any outstanding invoices so the client could see their position every time they got an invoice. (I’m not sure if this is something they still do or not). It was particularly useful for clients who are billed regularly but don’t always keep on top of payments, or when invoicing for several projects for the same client. Is this something that can be set up currently on QuickFile? If not, is it a feature that could be considered for the future?
Hi @gct
While they’re not sent out at the same time as invoices, as a work-around, you could use client statements which are a snapshot of client activity. For more information on client statements, please check out the following link: Client statements management
Hi @QFSian. Thanks, yes I’ve considered scheduling client statements but it’s not quite the same thing - an expected invoice that happens to show that another invoice is outstanding is less forceful than a separate statement which might be unexpected…