Automated monthly statements for returning customers
often month end is the busiest time for everyone and i have to go through each customer to send their monthly statements. If would be awesome if there was a way to set a automated this step so statements go out automatically at the end of each month
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Diarmuid Casey
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Only went looking for this feature today and cant believe its not there. Im a small business and only have one current client looking for a monthly statement taught I would be able to set this up to happen automatically on the 1st of each month now I've got to remember to do it myself.