Customer Statements
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lou razzano
Member Posts: 11 Novice Member

RECKON ONE: I am trying to make the sending out of customer statements as easy as possible. This is what I would like to do.
I would like to send statements to all customers with overdue invoices by email (about 60 customers). Ideally this should occur with the press of one button
I tried to go to Customers, tick the box to the left of Reference and and selected show 100 rows. This produced no result.
Then I selected show 50 rows but manually picked 10 customers with outstanding invoices. This then did produce results. Then I had to choose each customer individually to email the statement.
Then I went to Customers next 50 customers and chose the ones outstanding (this lot only had 6 customers Outstanding) Then I had to choose each customer individually to email the statement.
I did this for 7 pages of customers
Am I doing it the most efficient way possible. ? Is this the best way to do it.
Regards
Lou
I would like to send statements to all customers with overdue invoices by email (about 60 customers). Ideally this should occur with the press of one button
I tried to go to Customers, tick the box to the left of Reference and and selected show 100 rows. This produced no result.
Then I selected show 50 rows but manually picked 10 customers with outstanding invoices. This then did produce results. Then I had to choose each customer individually to email the statement.
Then I went to Customers next 50 customers and chose the ones outstanding (this lot only had 6 customers Outstanding) Then I had to choose each customer individually to email the statement.
I did this for 7 pages of customers
Am I doing it the most efficient way possible. ? Is this the best way to do it.
Regards
Lou
1
Comments
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Hi Lou,
Yes, it sounds like you are doing it the only way you can. I can't see any other way except this to be honest. I will make a feature suggestion to make the process more fast and simple.
Regards,
Shane.0
This discussion has been closed.