UCM Blog

Latest News and Updates from the Ultimate Client Manager team

Latest Update: Customer Statement Overview

The latest UCM Pro update includes a customer statement overview link.

You can email this special link to the customer and they can click it to view all their invoices, quotes, jobs and payments in one easy to manage location.

Find the link in the “Customer > Advanced” area. Here’s a screenshot:

 

A special thanks to MZ for this code contribution.

dtbakerLatest Update: Customer Statement Overview
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