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FEDIXClients & contacts

Client payment status badges

See each client's payment and overdue status as a badge on the client list.

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The problem it solves

Staff start work for clients who owe money because payment status lives in a separate billing system.

How it works

  1. Open the client list.
  2. Badges show which clients are paid up and which are overdue.
  3. Open the client's billing tab to follow up.

What your practice gets

  • Payment status where staff already look.
  • Overdue clients stand out.
  • Fewer surprises at billing time.

Questions accountants ask

Where does the status come from?

From the invoices and payments recorded in Fedix.

Is it shown for every client?

Status is looked up for the clients in the list you are viewing.

Can I chase overdue invoices from here?

Open the client's billing tab to follow up.

Features that work alongside client payment status badges.

Client list and search

Find any client in the practice by name, reference or TFN from one searchable, filterable and sortable list.

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Invoices

Create and manage invoices from one register, with status, history, dashboard figures and AI suggestions for line items and descriptions.

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Client workspace

One page per client, with tabs for summary, profile, services, relationships, ATO information, identity, compliance, tasks, notes, time, billing and activity.

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Create and maintain client records

Add, update and remove client records, including bulk removal and lodgment-reminder settings, so the client book stays accurate.

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Merge duplicate clients

Combine two records for the same client into one and keep the related history attached.

Client reference codes

Generate and check practice-unique client reference codes so every client gets a consistent code without clashes.

See it working in your practice.

Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.

14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.

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