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Forum
-> Computers, Phones and Devices
amother
OP
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Sun, Jul 04 2021, 8:36 pm
I’d like to email all clients statements at end of each month
What’s the quickest most efficient way to do this?
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amother
Tan
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Sun, Jul 04 2021, 10:17 pm
Not in front of computer right now so telling you from memory.
Under customer there is an option create statement. Click on that and fill in all the information. You can choose the statement end date and if you want to send to a specific customer or to all customers.
Then click email.
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overworked
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Sun, Jul 04 2021, 10:44 pm
I usually do it by saving it as a pdf file then emailing it to costumer
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Notsobusy
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Sun, Jul 04 2021, 10:53 pm
overworked wrote: | I usually do it by saving it as a pdf file then emailing it to costumer |
You don't have to save the pdf, it give the option to email either a pdf statement or an excel statement.
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