I have seen several posts regarding the ability to customize customer statements. I think it would be great to be able to add my logo and details. I would also like to be able to update the info that is included on the statements; especially the details sent to the customer. I want my customer to see their purchase order number, if available, on their statements for easy referencing for their payables department.
STATEMENTS CONTINUED
Does anyone know if we can access the list of emailed statements later. At present they are all included in one email on our system.
We create "orders" or pending invoices a lot as our services are ongoing and we need to update client charges over a period up to four months. At the end we send the invoice. However these come up on the list of statments, there is no date showing or how many due days from the invoice are outstanding, so we have no way to separate the statements of futjure pending invoiced customers from the overdue and outstanding customers.
Thankfully the statement of future invoiced customers ( orders or pending invoices) comes up as a blank to the customer but its still not professional at all.
Any suggestions welcome
Thankkyou
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