Customer statements - A tick box for when statements have been sent
When a statement is sent to customers it would be great if there was a tick or "sent" next to the customer details in the statements section. At the moment i tick the "send me a copy" box. But i am always having to go back to my emails to check or manually writing down who has been sent statements.
Michelle Meyer
shared this idea
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Sharon Flood
commented
Seconding this idea. Great idea as we need to be able to quickly determine when a customer has been sent a statement. Especially when they claim they haven’t received a statement when being chased for payment.
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Cath Kestle
commented
You used to be able to see 'statement sent' in the clients card file, that feature has gone, WHY?
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Jonathan Shepherd
commented
Seconding this. The data is already there in the contact history, so it is tracked by Xero. To expand on your idea, I would love to see an additional column on the 'Send Statements' screen showing date last sent.