I have had several clients that have reached out asking if there is an easy way for them to see the total amount they spent with me for 2025. I have pointed them to the paid invoice section of their portals, but it would be great if there was a quick year end report that they could access in their portals on their own. Thanks!
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In Review
π‘ Feature Request
4 months ago

Sam Parham
Get notified by email when there are changes.
In Review
π‘ Feature Request
4 months ago

Sam Parham
Get notified by email when there are changes.