As a small company the option of printing or emailing statments is a very valuable tool. However, after emailing the customers who provide you with an email address it would be considerably easier i...
I'd like to see an option to select whether customers receive Statements via Email or Mail. I have a small number of customers that prefer their Statements to be emailed, but I find it difficult to remember which customers as it is only once a month.
Could there be an option to select Paper or Electronic for Statements and/or Invoices in the Customer Cards then a note of which preference each customer has next to their name in the Print/Email Statements screen?
Hi CamGuru
Had a very similar situation here, had to go through ALL 1100+ customer based & place in 1 of 2 identifiers (I labelled them P = Print & E = Email) now I just have too select which identifier in 'Advanced Filters' to send statements. Not perfect but it works (for me).
- Status changed:NewtoNew
Thanks for the great suggestion. This idea has been raised previously I recommend that you cast your vote for this idea here:
Statements - emailing or printing option
