Accounting Ideas

How to check if Enable Monthly Statement is set

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
  • Jul 10 2023
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