All Announcements

Select Client Statement Period While Sending Emails 📆 📑

Improvement

You can now choose the exact client statement period while sending invoice emails.

When attaching a client statement, simply select the required timeframe - This Month, Last 3 Months, This Year, or Custom - before sending the email.

screenshot-app-slack-com-2026-02-24-12-28-42

This gives you better control and ensures your clients receive the most relevant account summary along with their invoice.

Add a comment

Comments