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

Guest
Sep 6 2022
We're Taking A Look At This

Automation

Comments (1)
Merged ideas (2)

Attach files

Enter a subject

Guest commented

September 13, 2023 08:58

This would be super useful, yes please!

×
Attachments Open full size

5 Vote

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 11:41

Reporting

0 We're Taking A Look At This
7 Vote

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 04 Jan 17:25

Reporting

0 We're Taking A Look At This

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

Related ideas

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

Attachments Open full size

Select Customers to create a Statement Run Merged

Customer Statements Filter by Balance Due Merged

Identify yourself with your email address

Related ideas