Emailing vs Printing Statements

When some customers have Email addresses and you want to email staements you select the "To be Emailed" tab.

The resultant list shows which customers have an email address and you can select accordingly.

The balance of statements then need to be printed and posted.

But when you select the "To be printed" tab there is no indication of which customers have email addresses making it difficult to select appropriate customers for printed statements.

 

Simple solution would be that if you selet the "To be Emailed" tab and selected a non email customer that the system would reroute that statement to the default printer.

 

Simpler option from MYOB perspective would be to use the same "to be emailed" screen which shows who has email addresses when you select the "To be Printed" tab.

4 Comments