What's New?
Trust/Client Accounting users can now automatically attach fee invoices to owner statements, providing property owners with complete transparency about all charges in one convenient document.
Key Benefits:
- Streamlined Communication: Fee invoices are now able to be delivered alongside owner statements, reducing separate emails and paperwork
- Enhanced Invoice Format: Fee invoices are now professionally formatted with:
- Owner's full address and details
- Your agency's tax number clearly displayed
- Clear payment advice showing automatic deduction from client accounts
- Customizable Settings: Choose your default preference for each owner contact