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Apprentice |
Could someone from Marketcircle please reply with official intentions/expectations for adding an aging report (age of all accounts past due and with retainer) and/or a statement (by client, presentable to a client like a credit card "statement" showing current activity and age of all amounts - current, 31-60, 61-90, etc./retainer amounts)?
Please, thank you. p.s. We do not have current plans in the works is an acceptable answer. |
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Marketcircle Team |
I'm pleased to say that statements are coming. We're also going to have a report that lists overdue invoices.
In terms of timeframe, I can tell you that you're going to see these sooner rather than later. But I can't be more specific than that. |
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Journeyman |
Hallelujah
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Marketcircle Team |
Billings 3 is released now, allowing you to send statements, as well as a reports on clients to show overdue amounts - either just clients with overdue amounts (Unpaid Invoices report), or summaries of all client accounts (Accounts Summary report).
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