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  1. Need to be able to automatically send certain clients a statement of their account

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    0 comments  ·  Zoho Invoice » General  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    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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