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Statement of Account
It would be useful if FreeAgent could produce a Statement of Account type document (in the same PDF format and style as an Invoice), which lists a clients invoices, payments and outstanding balance in a given period.
Unfortunatley I have a client who has a couple of overdue invoices now, and beyong sending him the occasional email/call to give him a nudge, it'd be nice to be able to send something a little more... formal.
Thanks.
Unfortunatley I have a client who has a couple of overdue invoices now, and beyong sending him the occasional email/call to give him a nudge, it'd be nice to be able to send something a little more... formal.
Thanks.
I’m happy
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Inappropriate?Jack - an interesting one - we'll add it to the list.
You could always resend the invoices with a big red 'OVERDUE' scrawled on them, I guess ;->
Too subtle?
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Inappropriate?Heh, yeah, that would work I guess. :D
On a similar note, perhaps FreeAgent could automatically colour the due date in red when producing a PDF for an overdue invoice? That way you can resend it and get their attention.
I’m trying not to disgruntle my client but also wanting to be paid
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Inappropriate?Work around: in (gmail html view) you can paste the account history. Expect the same in other html mail clients.
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Inappropriate?Currently I just print the 'Contact' page out which has the transaction history in it to my PDF creator, then mail that. Looks quite amateurish, though.
Also, they just see the invoice number rather than anything meaningful. So I usually end up writing down what each invoice was for. There's nowhere you can actually save a description for an invoice in FreeAgent, but if there was, this could be used here and in many other screens to much benefit (there is an 'Additional Information' field, but this shows up on the Invoice PDF, which isnt always desirable, at least for this purpose anyway).
I’m indifferent
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Inappropriate?Statement of Accounts is definitely something we'll be introducing (along with a radically redesigned view of Contact information and data), and some early work has already been done on this.
It'll be a few releases away before it's live just because of the other planned features, but this will happen.
I’m looking forward to it
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This is one of the best points
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Cool :) -
Inappropriate?If the statement of account could include a breakdown of the age of the debt as well that would be great e.g 0-30 days: £100, 30-60 days: £300, 60+ day: £150 -
Inappropriate?I have a similar problem where client has a credit, each invoice i issue has to be sent with a covering email to confirm the credit. A statement or total outstanding on the invoice would be very useful. Thank you
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Inappropriate?Just had a request for a statement from a client, so this feature would still be very welcome!
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