multiple overdue invoices statement
If there are multiple overdue invoices for a single customer, instead of sending multiple reminders for theses invoices it would be better if an automatic statement is sent which lists all the unpaid invoices, their statuses and the respective due dates.
As a first step towards meeting this requirement, we’ve provided the option to attach the list of unpaid invoices and send it to your customers. It will be available while choosing to email the customer statement.
You can take a look at this help document to know the steps:
(Refer “Send list of unpaid Invoices”)
Earlier, the customer statement cannot be customized to filter a specific set of invoices and we believe this enhancement of sending the list of unpaid invoices alone would serve as a workaround :)
We’ll keep you posted on any further progress on this.
Really needed. Detailed reminder of all pending invoices with their age (from date of invoice/due date). Desperately waiting for this to happen....
Something similar seems to be possible already. Go to "Contacts" -> Click on "Name" of customer you want to email outstanding statement to -> Click on the "More" button -> Tick "Attach unpaid invoices list" -> Choose email ID and fill message field. Should be good to go.Cheers!
Yes, very much needed. Even I am desperate.
I am desperate for an automated "Outstandings" report, filtered by client. Our clients request this at the end of every month!! My clients don't want a statement listing every transaction. They just want a report that tells them what they owe us....