Qount Feature Releases

Balance Statements: Clear Client Overviews and Easy Payments

Written by Qount.io | Sep 15, 2025 7:52:15 PM

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