Arthur Slodzinski
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7 votesArthur Slodzinski
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128 votes
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.Arthur Slodzinski
supported this idea
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3 votes
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.An error occurred while saving the comment -
6 votesArthur Slodzinski
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3 votesArthur Slodzinski
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This plus option to send only outstanding