Accounting Ideas

Including the client ref with the pdf statement

I currently have quite a few clients that I have to send statements to at the same time as the invoices so i get these emailed to my own email address to forward on. The email comes through with just "STATEMENT" as the attachment. It would be really helpful if there was some details on which client the statement is for such as client ref with the name of the attachment or even in the subject of the email

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  • Mar 15 2023
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