Emailing a statement and invoices on that statement at the same time

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Emailing a statement and invoices on that statement at the same time

Is it possible to email a statement and also the invoices on that statement at the same time or in other words in the one process. I am assuming this may not be practical  and it will need to be two seperate functions but thought I would ask in case it is at all possible.

Regards Jeff

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Re: Emailing a statement and invoices on that statement at the same time

Hello @Jeffrey1 

 

To my knowledge, emailing statements and separate invoices to customers does need to be done as two processes. I believe this is because statements will often contain overdue invoices which a customer would already have, so invoices on a statement are not resent repeatedly. For general information on the process of emailing statements and invoices, please have a look at this Help Article, and feel free to let me know if you have any other queries.

Kind regards,
Emily Bisbach

MYOB Community Support

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