Sales - Send statements to multiple customers at the same time
Create the ability to send statements to multiple customers at the same time. Having to go to each customer to send a statement is VERY time consuming and labor intensive. Create a way to list the customers that don't have a zero balance with the ability to check the customers to send statements to. The user could edit the text of the email one time and it could be sent to all customers checked. This would help a LOT!
Suzette Edwards
shared this idea
Hey Suzette, thanks for sharing this idea!
You can send out statements to multiple customers by starting from the Sales Overview menu.
To do this, select 'Sales Overview' from the Business dropdown, then click the Send Statements button. This will allow you to select multiple customer statements to send at once 😊
📸 Screenshot attached
