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 would like to see MYOB have a feature where you can select if a customer has their monthly statment emailed or printed. Currently we have over 1000 customers with about a two thirds to one third split on email and printed statements.
Each month we have a check list of email and printed statements for all customers and manually check each one to be printed, then go back and do same process for emailed statements. This is a time consuming job and some customers can easily be missed being sent a statement.
I see in the latest update that there has been this option included for remittance advices being emailed or printed. Why not for customer statements?
The way I worked around this is to put (p) or (f) p= print or f= fax in brackets after the customers name
we did this when email first came in - have since taken all the (e) out as this is now the usual way to send!