Jaycee
Contributing Cover User
Joined 10 years ago
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Report: Sales [Customer Summary] - Credit hold status
I use the Sales (Customer Summary) as a live work sheet to send reminders and resend overdue invoices. From here I also record the contact detailin the customer contact log with a follow up reminder for the "to do " list. Knowing the credit hold status without going back and forth would be handy. "Sales (Customer Summary) report to include the "credit hold" status."Sent emails - ability to review actual statement sent.
When checking invoice emails sent via MYOB, the sent invoices can be viewed via "sent emails" and "view all activity". Invoice portal window will show all actions on the invoice, it would be good to be able to view what statement information wasemailed with a similar function.4.4KViews4likes0Comments