Feature requested
Show Client Payments Received on Client Portal
Typical use case
Clients checking that payments they have sent have been received. We have a very large number of Pre-Payments per client, often 10+, made in advance of an invoice being raised. Clients want to be able to see a list of all payments have been received, to know if they have enough for the next invoice, and which payments have been allocated or unallocated. This is across a large number of clients on two different accounts.
How I would expect it to work
*On the Client Portal, there is “Accounts Overview” and “Statement”.
There could then be a third option, which is “Payments Received”, with a list of all payments received (with date received, total amount, amount allocated to an invoice, and amount un-allocated), and then totals at the bottom.
If program time allows, then date selectors allowing to restrict to a time period for the report (default to all).
An Alternative, could be on the “Statement”, to show a list of Payments received that are un-allocated (i.e. the Credit Amount) in the main section of the statement (i.e. just above the list of invoices and payments that have been allocated to the invoices).*
