We would like to see an all-inclusive PDF invoice (Such as the AC Standard) include all sales, premiums and credits on 1 easy to read document, without showing any 30/60/90 day balance information. Example below. Right now, we have to provide the AC standard invoice and a copy of a report that shows that a credit was applied to that invoice. Our previous system had something like this, and our clients are questioning why they didn't get their credit and do not like that they cannot see this all on one singular PDF document.
Please sign in to leave a comment.