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Payment Plan

  • October 12, 2023
  • 1 reply
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Is there a way to share the payment plan info with the client? So they can see how many payments they have made/are remaining?

Best answer by emily142

Hey there! Currently there is no way to send a document from SB Billing that will show the client the status of the plan, and how much is still owed. You could, however, take a screenshot and send that over. It would appear like this:
 

 

Since there is currently no way to do this other than to share the screenshot (which can be cropped), I recommend that you submit a feature suggestion. This is the 2nd time today that I had this kind of question. The more feature suggestions we get, the better!

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  • October 13, 2023

Hey there! Currently there is no way to send a document from SB Billing that will show the client the status of the plan, and how much is still owed. You could, however, take a screenshot and send that over. It would appear like this:
 

 

Since there is currently no way to do this other than to share the screenshot (which can be cropped), I recommend that you submit a feature suggestion. This is the 2nd time today that I had this kind of question. The more feature suggestions we get, the better!

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