Customer Statements

lou razzano
lou razzano Member Posts: 11 ✭
edited February 2020 in Reckon One
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




Comments

  • Shane_6461899
    Shane_6461899 Reckon Staff Posts: 342 Reckon Staff
    edited February 2020
    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.

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