Forum Discussion

BCSACCTS2148's avatar
BCSACCTS2148
5 years ago

Deleting statements from the Email Tab

Hi,   I have successfully emailed our statements out, however, they are still showing in the email TAB.  Is this a system glitch that needs looking into?
statements
  • Steven_M's avatar
    Steven_M
    5 years ago

    Hi BCSACCTS2148 

     

    When you open the Print/Email Statements, be it in the To be Printed or To be Emailed window the system will look at the list of your customers with a current card balance. Unlike the other Print/Email windows, when a statement is printed or emailed for that a customer that record is still listed in the window as the customer would have a balance.


    For a customer not to appear in that Print/Email Statements window, the card would not have to have a card balance.

Steven_M's avatar
Steven_M
Former Staff
5 years ago

Hi BCSACCTS2148 

 

When you open the Print/Email Statements, be it in the To be Printed or To be Emailed window the system will look at the list of your customers with a current card balance. Unlike the other Print/Email windows, when a statement is printed or emailed for that a customer that record is still listed in the window as the customer would have a balance.


For a customer not to appear in that Print/Email Statements window, the card would not have to have a card balance.

  • BCSACCTS2148's avatar
    BCSACCTS2148
    5 years ago

    Hi Steven,

     

    Thanks for that... obviously having a COVID moment.

     

    Kind Regards

     

    Robyn

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