Rebilling clients

JoanPJoanP Posts: 1

How do you send out monthly bills/statements to clients that is fast and efficient. I don't want to have to pull up every client, I just want to see what's outstanding and just select and out they go. Also, I would like Canopy to record that another invoice has been mailed.

Comments

  • rob.holcombe@canopytax.com[email protected] Posts: 15 admin

    To see all clients that have outstanding balances, that can be done by running a report in the billing tab. The option to run Aged Receivables summary and detail is available.

    Those statements would need to be generated for each client at a time and would from the beginning of time showing all invoices paid and unpaid. That can be done through the billing tab> Statements> Search clients name.

    Recording the invoice as ‘Mailed’ would be a feature request that we can submit for you. :-)

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