Invoice reminder - Show the list of those contacts that have reminders turned off
Currently there is no easy way to review the on/off status of invoice reminders for Customer unless they have an outstanding balance, and even then this is only on screen and not exportable, so either a way to filter the Customer list for those which have invoice reminders turned off, or just a report that can be run with a column for the reminders status (on/off and number of reminder sent) would be useful for better credit control review.
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Anastasiia Dorodnaia commented
will safe us a lot of valuable time!
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Rachel Pash commented
This is so important for us, the auto reminder function is good but, could be so much better. We have so many clients and need to be able to quickly see which ones have reminders switched off to enable us to review and amend them, It is so time consuming using the function as it stands at present.
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Anile Snelleksz commented
To run a report showing customers that have invoices turned off would be extremely beneficial to our organisation. It is sooo time consuming to go through each customer to determine who is turned on or off. Please create this report as soon as possible
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Joanne Dunn commented
It would be handy to be able to run a report showing a list of all the contact and whether their invoice reminders and turned on or off. Rather than having to open each contact to view