Home Forums Support Client Statements

This topic contains 24 replies, has 9 voices, and was last updated by  Hillel Coren 3 weeks, 2 days ago.

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  • #2723

    Hi Support,

    I would like to know if there are any plans to incorporate client statements into the product. Currently, the client is able to log on to his/her profile and see history, but will there be a default client statement report which can be generated?

    Regards
    Kevin

    #2727

    Hillel Coren
    Keymaster

    This isn’t currently planned but we’ll keep it in mind for the future.

    #4347

    dspeake
    Participant

    Hi,

    Is this on the roadmap yet? I’d be very interested in this too. Especially if they could automatically be sent, i.e. at the end of each month.

    Kevin, did you find a suitable way to do something similar?

    Thanks,

    Dave

    #4350

    Hi there Dave,

    Unfortunately no I didn’t. Sorry to do this on this thread, but we had to find a different application to get what we required. A bit unnecessary for something that should’ve been included in the first place.

    Regards
    Kevin

    #4354

    Hillel Coren
    Keymaster

    If you could send a sample of what you’re looking for to [email protected] it would be helpful.

    Would you want this in the admin section, the client portal or both?

    #4355

    dspeake
    Participant

    For me personally, an end of month statement is basically a summary of all outstanding invoices.

    For example, same header and footer as an invoice but with an itemised list showing:

    DATE – INVOICE NUMBER – AMOUNT

    And with a total outstanding balance at the end.

    If there are due dates left, then there may be separate totals for ‘overdue’ and ‘current’.

    #4356

    Hillel Coren
    Keymaster

    Thanks for the info!

    Would this be in the admin section or the client portal?

    #4357

    dspeake
    Participant

    Sorry, I forgot to reply to that part.

    I think it should just be in the admin section due to the nature of them showing outstanding balances. Therefore, as soon as one or more invoices gets paid, the statement becomes invalid/out of date.

    I would also say that there is little need to save the statements anywhere for that same reason. The functionality only really needs to allow for a statement to be generated and sent (i.e. from the Client section).

    #4363

    Hillel Coren
    Keymaster

    Thanks for the info, we’ll keep it in mind for the future.

    #4450

    MichaelTunnell
    Participant

    > For example, same header and footer as an invoice but with an itemised list showing:
    >
    >DATE – INVOICE NUMBER – AMOUNT
    >
    >And with a total outstanding balance at the end.

    That’s almost exactly what I was looking for, for one of my clients.

    Here is a fake sample statement similar to what I would like to have. I included an Aging Table at the bottom as well. This report could just be a PDF that attaches to an email.

    View post on imgur.com

    #4452

    Hillel Coren
    Keymaster

    Thanks, that’s helpful!

    #4744

    caretech
    Participant

    First off, let me say this… I just found invoiceninja last evening after a rather lengthy hunt for a billing solution that would meet my recurring billing needs, offer reporting good enough that I can do monthly journal entries in my accounting… and would be self hosted. I feel like I found a real gem, and am probably going to switch; if I do, I will certainly support the project financially. I was especially blown away with the job timer. Keep up the great work!

    I second the request for automated emailable customer statements, and would like to add one more feature request to this: the ability to automatically compound monthly service charges for overdue balances. Some customers just need that kind of wakeup call before they pay! This should have some flexible options — i.e. how long overdue til SC kicks in, the percentage of course, etc.

    My idea is that another invoice could be generated with the service charge (sequence number starting with FC, or similar); and this invoice would then be added to the statement before emailing. This would allow an admin to easily reverse the service charge by deleting the FC invoice if the need arises.

    #4746

    Hillel Coren
    Keymaster

    Thanks for the feedback, we’ll consider your suggestions for a future release.

    #5128

    MichaelTunnell
    Participant

    Any update on this request?

    #5129

    Titanfail
    Participant

    I second the request for automated emailable customer statements, and would like to add one more feature request to this: the ability to automatically compound monthly service charges for overdue balances. Some customers just need that kind of wakeup call before they pay! This should have some flexible options — i.e. how long overdue til SC kicks in, the percentage of course, etc.

    My idea is that another invoice could be generated with the service charge (sequence number starting with FC, or similar); and this invoice would then be added to the statement before emailing. This would allow an admin to easily reverse the service charge by deleting the FC invoice if the need arises.

    Agreed. This would be an amazing feature to have. Invoice Ninja is already an awesome product, but this would make it even better.

    #5130

    Hillel Coren
    Keymaster

    Sorry, no update.

    #5131

    Hillel Coren
    Keymaster

    I’ve added the feature to our Trello board

    https://trello.com/c/nyzaKuZI/121-client-account-statements

    #5323

    karman
    Participant

    Hi,
    Can you also please group the invoices by project , this is one my clients requirements 🙂

    #5324

    Hillel Coren
    Keymaster

    Currently only tasks can be assigned to projects.

    Do you mean you’d like to see the invoices grouped by their tasks projects?

    #5325

    karman
    Participant

    Hi,

    Yes, Reason: I have client that have clients. He need to know what tasks (invoices) need to go to which client so he can bill them accordingly. Even if its just sorted by project (and display project name) it will be fine

    L:

    #5333

    MichaelTunnell
    Participant

    @karman your question has nothing to do with “Client Statements” and therefore should be created in a completely new thread. This is to avoid clutter and keep conversations organized. I’d ask that a moderator move this to a new thread or karman do so themselves.

    #5334

    karman
    Participant

    @michaeltunnell

    Actually it does. I need to see the project on the customer statements. It might be an extension to statements, but while they developing it its simpler to add it now than do it later on

    L:

    #16690

    gijo530
    Participant

    Is there a way to do detailed client statements, to show what the invoices were for? My clients like the detailed to see what their balances are, and what the invoices were for, because we don’t send out invoices every day.

    #22542

    softranet
    Participant

    I am too looking for this feature, if there is an option to show products in the statement it would be great!

    #22547

    Hillel Coren
    Keymaster

    Thanks for the feedback, we’ll keep it in mind for v2…

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