Agreed on how clients should act, but in reality they don't all confirm to a standard especially when it comes to paying.
The problem I'm finding is that some of my clients are big corporates and I do work for lots of different departments in the same company. They all push the individual invoices I send through to their accounts dept and when I send a statement it's the accounts dept I send it to.
So what happens is they receive a statement with just the invoice number on. If the individual I've dealt with hasn't sent through the invoice correctly through to accounts for whatever reason then accounts just chuck it back at me explain further and sort.
My point for the long winded explanation is your software is there to help me accomplish a task easier than most as it's aimed at the smaller business. In these instances it's causing me to do a lot of work that could be resolved by a single toggles option to display detail to each entry on a statement if required.
I understand it's a minor point but I'd be surprised if a lot of your users don't get calls when sending statements asking, "What was that invoice?". Yes, we could send each queried invoice again, but the majority would be solved by job reference entries on the statement. Would be a great time saver for a small business.
Many thanks.