easily email and print customer statements weekly,
easily email and print customer statements weekly, or when we need to. not one customer at a time
14
votes
Greg
shared this idea
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Phill John
commented
Customer statements are essential in business. it would be good if this was a priority
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Tim Nyberg
commented
It would be nice if you could go into a customer file, choose reports, and then pick a date range and send the clients a statement of some kind, maybe by tickets, or by invoices or both sub-sorted with a few options. This could be buried someplace but I haven't found it.
Customizable customer statements/reports. By ticket, invoice, or maybe a contact, selected date ranges, etc.