Client statement being able to Pro Rata a booking so that when a booking is more than one month it should still reflect on the statement of each month
complete
Cleo
Owner Statements- Being able to Pro Rata a booking, they get a number of 6 month bookings and it would be nice to see these reflect on monthly statements for that period
Martim Maia
marked this post as
complete
We have now launched further functionality to Client Statements based on your feedback. Thank you. Details here: https://headwayapp.co/uplisting-updates/client-statements-2-0-faster-smarter-more-flexible-327074
I
Inntown
Martim Maia
Can you look at a feature triggered when the statement is finalised? Option to send the statement to optional email addresses, including the client’s email and the bookkeeping software. In addition to reviewing the payment options—such as invoice payment links or QR codes—please also look at implementing the WhatsApp API so that a PDF file is sent to the client’s WhatsApp as well as their email.
I
Inntown
Martim Maia
Additionally, it would be helpful if the invoices could be connected and matched with accounting software like Xero, so they would appear directly in the system. This would allow us to view the business’s cash flow and any outstanding invoices on the accounting software’s dashboard.
I
Inntown
Martim Maia Maybe consider a feature similar to the one implemented in Stripe, where you can integrate your accounting software and view it on screen — for example, Xero’s integration with Stripe.
Vince Breslin
marked this post as
planned
J
Johanan Nunez
I think over all an over haul on the client statement. More functionality.
Allowing the me to make more edits in the client statement.
The ability to select a date range in the statement would be items one to change.