Batch select and unselect in a customer list view -

Batch select and unselect in a customer list view - Statement runs

When doing a statement run its not possible to see what customer is going to be sent a statement, I think that we should be able to see the list of clients that are getting statements, and at this stage be able to un-check ones that we dont want to be sent a statement at this time. I have a number of customers on hold for certain reasons that I dont want to send a statement and at the moment I have to go into each client individually to send statements

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Sep 6 2022
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Guest commented

13 Sep 08:58am

This would be super useful, yes please!

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Select Customers to create a Statement Run Merged

I would find it useful to select a batch of Customers and create a Statement run from these.

Created 23 Nov 11:41am

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Customer Statements Filter by Balance Due Merged

Like in Sage 50 in your customers you can filter by balance due so you can select who you want to send a statement by an email.

Created 4 Jan 05:25pm

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Accounting Ideas

Batch select and unselect in a customer list view - Statement runs

Select Customers to create a Statement Run Merged

Customer Statements Filter by Balance Due Merged

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Batch select and unselect in a customer list view - Statement runs

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Select Customers to create a Statement Run Merged

Customer Statements Filter by Balance Due Merged

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