you should have a page that clients can use to show their customers their complete account status.
You should have an easily accessible web page that your clients can use to show each of their customers their complete account status including all invoices, status of invoices (paid and unpaid), due dates, etc. Currently there is no way a client can see a complete view of their entire account and all invoices. Our vendor had to create a page in order to provide this information to us. See attached. This is something that should be easily available in QuickBooks.
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Bill Kammerer
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