It would be very helpful if you would send quarterly statements showing previous invoices and payments.
A quarterly statement in addition to the monthly invoice would be beneficial to clients and the bookkeeper. Easily downloaded from quickbooks.
4
votes
Patricia Lessard
shared this idea
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Jacob Stimpson commented
Totally agree!!!! I have waited months between checking the recurring items to see if I can add a "statement" to it and still nothing. I would like it to be sent the same day as an invoice for any customer who has a past due amount.