Customer Emails

Question

I would like to flag certain customers so they do not appear in the Statement and Invoice email list. At month end it is a time consuming and laborious job to have to scroll through a long list of customers who do not want statements or invoice copies and untick them

CloverQ · Answer

Hi @Fasteners

You can create identifiers in AccountRight, then assign 1 more identifiers in customer cards. When you go to Print/Email statements, simply click on Advanced Filters, enter the desired identifier(s), only customers who have been assigned all the identifiers specified will be listed then. Here is the Help article with instructions on how to set up identifiers.

Print/Email invoices does not have the option to filter the list by identifiers, you may look into changing the default Invoice Delivery option within the customer card. If they don't want invoices to be emailed, you may consider setting the default to 'To be printed' or 'already printed and emailed'.

I hope this helps. Please feel free to let us know if you have any other questions.