Change customer statement runs from post to email

Change customer statement runs from post to email in a bulk run rather than individually

At present you have to go into customer account, options to change it from statement run by post to statement run via email, it would be handy if you could either click on the ones you want to change and do it in bulk or change them all

Guest
Mar 9 2022
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Guest commented

5 Sep, 2022 10:43am

It is really time consuming sending statements individually. I could really do with a bulk option by email as we operate a paperless office!

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option to choose email or printed statements on a statement run without having to go into each customer Merged

I have been using Sage business cloud for 3 months April May and June – for April and May we send out our statements electronically to the majority of our customers and then once a quarter we send them out by post so I am about the do my first run...

Created 6 Jul 10:00am

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Default setting for statement runs should be email Merged

As above - currently the default is 'by post' and who sends anything by post these days?! Also to change this setting you have to go into each customer account one by one which is incredibly long-winded.

Created 28 Apr 04:04pm

Automation

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Accounting Ideas

Change customer statement runs from post to email in a bulk run rather than individually

option to choose email or printed statements on a statement run without having to go into each customer Merged

Default setting for statement runs should be email Merged

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Change customer statement runs from post to email in a bulk run rather than individually

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option to choose email or printed statements on a statement run without having to go into each customer Merged

Default setting for statement runs should be email Merged

Identify yourself with your email address

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