Feature · every plan
Clients & statements
Know where every client stands, and show them.
Every client's details, documents and balance in one place, plus point-in-time statements showing what's been invoiced, paid and credited.
- Client records with contacts, addresses and a history of every document
- Each client's invoiced, outstanding and overdue totals at a glance
- Statements for any period, saved as snapshots so the figures never change after you send them
- Statement PDFs with an opening balance, every transaction and the balance due