Would like the ability to send statements, with payment links, to all customers each month
This need not be automatic. We integrate w/ Xero and currently can select "send statements" from a list of our customers we can select individual, multiple, or all, then send. It's not a problem to manually send all statements out once per month
Currently sending out statements from QBO each month to all customers. Honestly, I don't like the formatting of the messages. Would like to move those to Invoiced, but apparently you can only send them out one at a time. There needs to be a way to either set them to go out automatically OR to be able to send them in batches by selecting which customers receive them.
Need the ability to send only the customer statement to customer once a month.
"Customer Statement" (suggested by Ryan McBee on 2020-12-21), including upvotes (1) and comments (0), was merged into this suggestion.
Ability to have a statement be auto-generated and emailed to specific customers on the 1st of every month ?
0 / 1,000
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