Forum Discussion

Member

6 years ago

Solved

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?

Steven_M
6 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.

2 Replies

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BCSACCTS2148
Member
6 years ago
Hi Steven,

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

Kind Regards

Robyn
Steven_M
Former Staff
6 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.

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