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Status Awaiting Prioritization
Categories Practice Management
Created by Lewis Smith
Created on Jun 1, 2023

Invoicing and revenue summary

You have a page called 'Services' which is utterly pointless. There needs to be a tab to either generate invoices for clients or just enter revenue information for a client. Then we could have a dashboard which shows income for the month and year. Adding the functionality to change the status of invoices to overdue or paid will help with reducing debtors.

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    Rob Millen
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    Feb 16, 2024

    Thanks Lewis, we'll look at this. Worth noting that if you use Xero for your firm, you can integrate to get this information to present here:

    https://help-iris.co.uk/elements/clients/view-xero-sales-ledger-data-client-record.htm

    Beyond that, we are building Billing functionality within Elements.