New Consolidated Invoicing Feature: Listed Account Status

Announcing a new optional feature for our Consolidated Invoicing clients: Account Status on Breakout.

Some of our clients have requested listing Member Account Status on the Breakout portion of both PDF and CSV invoice formats. Now, you can optionally display the Member Account Status on the invoice.

Here’s an example of how it looks on the invoice.

Here’s the key, listed at the bottom of the invoice, before ACH instructions.

You can configure this in your Global Billing Settings.

Select Invoice Email Settings:

Select “Show Account Status on Breakout”

Click “Save Changes.”

This can also be configured on the team level.

For more information, please contact us.