To check to see if a customer has monthly statements enabled is way too difficult. Surely there should be a field in the customer view to show if enabled or not and then a button to enable this.
Also there should be an option to set this up as default to all clients or to setup when creating a customer.
There should also be an activity log to show when statements are sent highlighting if sent by the automation.
Guest
When exporting customer detail have ability to check if scheduled statements are set up
Merged