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
    14 Jun, 2023 02:52pm

    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
    9 Mar, 2022 01:05pm

    Definitely time consuming

  • Guest commented
    6 Jul, 2021 10:09am

    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
    17 Feb, 2021 03:16pm

    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
    17 Feb, 2021 11:58am

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

  • Guest commented
    4 Dec, 2020 03:32pm

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

  • Guest commented
    4 Aug, 2020 10:14am

    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'.