As a small company the option of printing or emailing statments is a very valuable tool. However, after emailing the customers who provide you with an email address it would be considerably easier i...
Hi, Im new to this but seems that invoices are really well divided between print/email but when it comes to statement doing end of month it has all customers under print tab and all under email so you have to sort out who is who twice. Surely i cant be the only one annoyed by that? Is there a fix for this?
Hi BrettW , a workaround is to add identifiers to all customer cards to indicate print/email statements, then select one identifier or the other when sending statements out. Customer cards can be exported as a text file then opened/edited in Excel, then re-saved and imported to help this process. Then remember to add identifiers to any new customer cards in future. .
Thanks, will try that
