Knowledge Base & Forums/User Forums/Studiometry Feature Requests
PlannedDoneNot planned
Client Statements
Oranged Support
suggested this on June 28, 2011 11:46 pm
We had many requests to add the ability to produce a client statement that shows all invoices, payments, and retainer activity with a running balance. We're happy to say that we're working on this and it will be included in Studiometry 9.0. You'll be able to easily print, email, or save a PDF of your statements to help show your clients exactly how their accounts with you are adding up.
Comments
Great statement feature, much better than other accounts software that only shows payments/debts. One flaw I have noticed though, why can't we customise the design and layout like invoices and estimates so that we can send them to our clients in our company brand? Or have I missed this with it being a new version....
Currently the statements are produced in a standardized format. We may add the ability to create statement templates, or at least partially customize statements, but for now they are only shown in this format.
I'm having issues where clients have too much information, and just won't load (at least not in a reasonable time period.