Aged Receivables Reports - Send Statements
It will be really great from the Aged Receivables Reports to be able to send Statements to Customers without having to leave the page and come back to it.
A flag, on the Aged Receivables Reports, of when last a statement was sent will also be very useful.
Gayo Primic
shared this idea
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Julia Rebhan
commented
I'm sure this used to be a functionality?
Am I right that the only way to view the aged debtors and then send statements is to click on the customer, then click on one of the invoices, then click the contact and then send a statement? That's very long winded.
Obviously we used the aged report to choose who needs a follow up. The contact screen only tells us they're overdue, which could be a day or a month, so it doesn't give enough information for good credit control. -
Ana Labosky
commented
When are customer going to be able to pay via a statement?
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Antony Dowdle
commented
This is so frustrating that I've circled back to it and commented again :(
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Antony Dowdle
commented
That sounds like beautiful business very frustrating to not be able to send multiple statements at one screen
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Sharon Warburton
commented
This would certainly be a time saver. Surprised this isn't already a feature.
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Gayo Primic
commented
Kelly, I've created a second Dev. request, as suggested. (I'm unable to Edit the original one to remove "part 2".)
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Thanks for your idea, Gayo. We try to keep one idea per thread so others understand what they're adding their support to and help feedback internally to our teams.
Welcome to start a second idea for the ability to view last date a statement was sent to a customer in the Aged reports, then we can get a sense of the interest in that too. 🙂
