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AccountRight

Statements: Email or print option

Experienced Cover User

24Posts

131Kudos

0Solutions

24 Posts
Experienced Cover User
Australia

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 if the same customers did not then appear as an option on the "to be printed" Statement list.  Currently you have to rely on your memory as to whom you have emailed.  So my idea would be to have a default option as to "email or print statements".

 

"Statements - emailing or  printing option"

Current Status: Open
Last Changed: March 2014

Thanks for the great idea Jackie_Welsh. I think the best solution to this would be being able to set delivery status for statements in the customer card file. We would love to hear what others think about this. The best workaround currently would be to setup Identifiers on the customer card, P for print and E for email. This way when going into print/email statements you can filter by identifier.

55 Comments
BrettW
2 Posts
User

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?

Mike_James
Ultimate Partner
4,760 Posts
Ultimate Partner

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. .

BrettW
2 Posts
User

Thanks, will try that

Over-Boots
Experienced Cover User
50 Posts
Experienced Cover User

Currently clicking on the Print/Email Statement button the curser lands on the Print tab requiring a further click onto the Email tab.

Hardly anyone prints Staataements these days so the default tab should be Email

Caroline_V
Experienced User
50 Posts
Experienced User

Also, would be good with "print/email invoices" as well.

 

Kind regards

Caroline