Forum Discussion

BCSACCTS2148's avatar
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?

  • 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.

  • 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.

    • Hi Steven,

       

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

       

      Kind Regards

       

      Robyn