Customer Statements
Having an issue with customer statements that are automatically sent at the start of each month by MYOB. Customers have asked us to include our banking details on the statement. As we have on...
Forum Discussion
Hi Shella,
Thanks we will have to start sending them manually given the template that the automation uses doesn't include the banking details.
I'd assumed the automation would simply pick up using the only default template we have created and always used as it has all our company information and when previewed as "statement" it also shows it with the bank details.
I think we will just send them manually as a resolve.
Thanks
Hi, PFP1. Thank you so much for your response.
It is duly noted that the automation does not include the banking details. It's understandable to anticipate that the default template would hold all the necessary information. Given this, manual sending appears to be the most suitable workaround at this time. Please be assured that we will further check on how we can automate this properly.
Should you require any assistance with this process or have further inquiries, please feel free to reach out. We are here to assist you.
Best regards,
Hannah
