Automation customer statements
Please add the ability to automatically issue contacts a statement on the last day or last business day of each month. This would reduce a lot of workload for users
Geoff Crane
shared this idea
Hi Geoff,
Thank you for posting on our feedback forum.
We have recently rolled out an enhancement that can serve as a good workaround to your requirement.
You can now print/email the customer statements of up to ‘25’ contacts in bulk.
To try this out:
- Navigate to the “Contacts” tab;
- Select the contacts whose statements you need to print/email;
- Set a date range (The transactions created within this date range will be included in the statement);
- Go for the “Send customer statements” or “Print customer statements” option.
Give it a spin and send your feedback to support[at]zohoinvoice[dot]com
Regards,
Reshma.
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Arthur Slodzinski
commented
This plus option to send only outstanding