Accounting Ideas

 

Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit SBCP-I-193 Customer statements to be defaulted to email not post .

Please change the default in customer tabs to email statement as it defaults to post Merged

Every time a new customer record is created it defaultsto,sending statements by print & post

surely in this modern age it should default to email -who posts statements any more!

  • Guest
  • Jul 20 2020
  • Great Ideas Delivered
  • Admin
    Brian Ho commented
    June 14, 2023 14:52

    Hey there! We really value your feedback - We listened to what you asked for and made this improvement. Please let us know what you think!

  • Guest commented
    March 09, 2022 13:05

    Definitely time consuming

  • Guest commented
    July 06, 2021 10:09

    some months ours are emailed and some printed would like the option to choose on the statement run print or email rather than for each customer as ridiculously time consuming!!

  • Guest commented
    February 17, 2021 15:16

    So glad someone else has flagged this up, it is so time consuming, you would think it would be an easy adjustment to the system so hopefully the feature will be added soon!!

  • Guest commented
    February 17, 2021 11:58

    Is this feature in the works? We have to change 2,500 clients to have statements sent by email

  • Guest commented
    December 04, 2020 15:32

    Yes Please! I hate having to waste an hour of my time every month

  • Guest commented
    August 04, 2020 10:14

    Absolutely correct. Every month I spend and hour going through the list of 'Statements To Be Sent By Post' and changing them to 'By Email'.