Details
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Type:
New Feature
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Status: Open
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Priority:
Major
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Resolution: Unresolved
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Affects Version/s: 4.3.1
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Fix Version/s: Short Term
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Component/s: Staff Interface
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Labels:None
Description
Add the ability to generate a Client Account Statement.
On a Client Profile page, under Actions add a link called:
- Account Statement
Clicking the link will allow you to optionally enter a date range, defaulting to all time. Then, generate a report including all invoices and transactions showing what transactions are applied to what invoices and for how much, and what the overall account balance is.
This could be generated in a table in the page with a PDF export option, or just go straight to generating a PDF.
Optionally, now or in the feture, we may wish to include all services and their totals so that we can show total cost as well.
