How to send client a transaction history/report?

[dswp]

I have learned from the DOCs the practices for manually adding transactions, or creating invoice and attaching credit to that. I knew there had to be more tracking than just entering a number in the profile fields!

 

but where do I find a monthly summary that I can send to clients - a standard financial statement by client??

 

Thank you!

 

PS - I LOVE the new file uploads in the client area!! Woohoo!:

[dswp]

I still cannot figure out how to send either the report or printable report of a client statement to the client!! This is quite a standard thing, no?

 

I am simply adding a credit that was sent manually to me. But i cannot figure out how to send her a receipt for her credit-on-account (it hasn't been applied to any invoice, as there isn't an invoice yet.)

 

Any ideas how to get around this?

 

thank you!