Accounting Ideas


Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit S1-I-1320 Batch Sales invoices by email - default settings.

Option to globally mark all customers as receive scheduled statements by email Merged

At present to mark multiple customers to receive statements by email is a laborious task, a global option would be ideal or alternatively the ability to export the customer details to a csv to see which are presently set for scheduled statements and which need to be done would help

  • Guest
  • Aug 31 2021
  • Great Idea Currently In The Works
  • Guest commented
    3 Dec, 2021 11:29am

    Can't believe more people haven't asked for this!

    Changed from Sage 50 this month, have been emailing statements from there for nearly 10 years.

    Have imported 3000 customers across 5 businesses, and just found out the only way I can change to email is manually, per customer. Not even an option in the API!