What it does for your firm
Keep clients informed and make collections easier with Balance Statements in Qount. Instead of chasing down scattered invoices, Qount lets firms send a clear statement of account activity — and even collect payments directly from it.
Why it matters
With Qount Balance Statements, firms strengthen trust, improve cash flow, and give clients a clear and convenient way to stay current on their accounts. Key benefits to include:
- Professional Communication – Send polished, branded statements that reflect your firm’s professionalism.
- Transparency – Clients see exactly what they’ve been billed, what they’ve paid, and what remains outstanding.
- Faster Collections – Embedded payment links encourage clients to pay balances immediately.
- Efficiency – One statement can cover multiple invoices and payments, reducing back-and-forth with clients.
How it works
- Period Activity – See all invoices issued, payments received, and credits applied during a selected time frame.
- Final Balance – A clear snapshot of what the client still owes.
- Payment Links – Clients can pay open invoices right from the statement, simplifying collections.
Streamlining your firm’s workflow since: 04/30/2023
Take the Next Step
Evolve your firm with Qount. Experience the shift from practice management software to a true Practice Intelligence Platform™.
