Send monthly statements

60 votes

Would like the ability to send statements, with payment links, to all customers each month

Under consideration Suggested by: Frank Traylor (25 Jun, '20) • Upvoted: 12 Apr • Comments: 9

Comments: 9

07 Jul, '20
Frank Traylor
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
07 Oct, '20
Bryan P
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.
1
21 Dec, '20
Ryan McBee Merged
Need the ability to send only the customer statement to customer once a month.
22 Dec, '20
Jared King Admin
"Customer Statement" (suggested by Ryan McBee on 2020-12-21), including upvotes (1) and comments (0), was merged into this suggestion.
12 May, '21
Gerry Girard
Ability to have a statement be auto-generated and emailed to specific customers on the 1st of every month ?
03 Nov, '21
Kevin Vestal
Ability to auto send monthly statements to select customers
24 Mar, '22
David Feinberg
A way to automate sending statements weekly for specific customers would be a great feature to add.
15 Dec, '22
Carrie
Definitely upvote on this one.
31 Dec, '22
samantha
Second David's suggestion as long as you don't have to use only one email template.