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Jmr
Apprentice
Picture of Jmr
Posted
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.
 
Posts: 20 | Location: Twin Cities, MN | Registered: August 01, 2006Reply With QuoteEdit or Delete MessageReport This Post
Marketcircle Team
Picture of Brandon W
Posted Hide Post
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.
 
Posts: 66 | Registered: September 24, 2007Reply With QuoteEdit or Delete MessageReport This Post
Journeyman
Picture of Chris Brown
Posted Hide Post
Hallelujah
 
Posts: 49 | Location: New Zealand | Registered: November 14, 2006Reply With QuoteEdit or Delete MessageReport This Post
Marketcircle Team
Picture of Fraser Kuyvenhoven
Posted Hide Post
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).
 
Posts: 128 | Location: Toronto | Registered: May 21, 2008Reply With QuoteEdit or Delete MessageReport This Post
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