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    Anonymous shared this idea  · 
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    4 comments  ·  Zoho Books  ·  Admin →
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    Hello everyone,

    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:
    https://www.zoho.com/invoice/help/contacts/contact-actions.html#send-customer-statement
    (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.

    Cheers,
    Reshma.

    An error occurred while saving the comment
    Anonymous commented  · 

    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!

    Anonymous supported this idea  · 

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