In 'Settings' be able to select to email statements to all customers .... otherwise you have to go into each customer account and change the option, which takes days if you have hundreds of customers!!
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You have to go into each customer account and change setting.
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!
Guest
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!
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Yes! this is needed. Im new to cloud, switched over from Sage 50 and to select each customer is so time consuming.
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Am in the process of doing this and it is very boring and time consuming
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