Filllo Money Management - Customer Statement.
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About project:
Filllo Money Management is a comprehensive platform designed to simplify and streamline financial management for individuals and businesses. It helps you manage cash flow, monitor income and expenses, and handle invoices seamlessly. You can stay on top of your finances and make smarter decisions with clear insights, visual dashboards, and simple features. Designed to keep things easy, organized, and stress-free.
The "Money Management" dashboard is designed with a focus on a smooth user experience where admins can easily manage their client's statements.
Key Features:
View Client Statements: The admin can check the statements of clients in detail for specific customers.
Date-Based Search: The admin can find easily client statements with the features of selecting a date range.
Invoice Overview: The admin will get in details view of each client's invoice statements.
Let's have a chat! 👋
hello@filllo.com
Send Statement:
Direct Email Option: Admin can send invoices directly via email to their customers.
Customizable Subject Line: Admin can customize email subjects to align with their specific invoice motive.
Send a Copy to Yourself: Also there is an option to keep a record by sending a copy to their own email.
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