Our client portal allows your clients to log in and see current aging, receipts for any period of time, as well as settlements and rebates.
Posted in: Reports
In relation to clients being able to log in and generate reports, can you please describe what is possible? For example, would a client be able to generate an account statement for a particular period showing all transactions (i.e. advances, payment, funds available and the credit limit) for that period?
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