create a Statement List similar to the Invoice and Payment lists
I send statements to clients after they have made payments on invoices because the statements contain more and better info than either the Invoice or Payment forms. However, there is no Statement list so there is no record of when the statements were sent. Ideally there should be a master list in the system of when clients received invoices, statements, emails, etc. -- any correspondence between our studio and the client should be documented.
joann
shared this idea
You have the invoice list that will state the last date an invoice was sent…..these invoices stay in a list…you also have email history for mass emails. We are working on an email history for the profiles but is not finished yet. Please note we are not an email client. The statements do not have a list as they are generated with different criteria (months) as you need them. You can print or save the statement to pdf and then upload that particular statement to the student/parent profile in the documents tab.