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Ideas Portal
For Studio Pro
Created by Tanya Melech
Created on Jun 20, 2022

Show transaction balance remaining on overdue items on statements

I would love to see on the statements the remaining balance due on any overdue items. For example, if they have a fee due of $100, paid $25 of it and still owe $75. With all the transactions on a statement, you get lost easily trying to match up payments with debits. I get many calls saying they paid for an overdue item, cannot understand why they have a late fee, and have to explain that there is still an amount due on our side since ours shows the past due that they cannot see on their end. I usually have to have them come into the office to show them my side of the transaction journal so they understand.