make a function or report to email all, or selected, statements with unpaid balances
I dont know if this is already a function but i would really like to be able to create a report of all unpaid invoices that are 30 days old or older. In addition to that report it would be great to be able to email or print statements for all, or selected, accounts with unpaid balances.
wwilliams
shared this idea
Have you seen the aging report in Reports? Also, when a customer has multiple open invoices a Statement is automatically available on the Customer Detail page.
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Robert Pierce
commented
Not being able to print statements in bulk and customizing the summary line items on the statements is preventing me from using the service. Add these features and I'll sign up immediately.
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Matt Jones commented
I too would like to be able to do ALL of the following:
- Print Past Due Invoices in Bulk
- E-Mail Past Due Invoices in Bulk
- Print Past Due Statements in Bulk
- E-mail Past Due Statements in BulkI hate having to do these individually.
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I too would like to be able to do ALL of the following:
- Print Past Due Invoices in Bulk
- E-Mail Past Due Invoices in Bulk
- Print Past Due Statements in Bulk
- E-mail Past Due Statements in BulkHATE having to do these individually.