Navigation - Add 'Statements' to Sales drop down menu
Adding 'statements' to the Sales drop down navigation. Simple addition, rather than having to go through the full Invoice page to send statements at EOM.
Ashley Noye
shared this idea
Hi everyone, thanks for your engagement and sharing how we can further improve the new navigation experience for you here.
Our product team are paying close attention to your feedback on the drop down options, and we're continuing to monitor the interest this idea receives.
We'll let you know if there are any updates, here.
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david wbirkenfeldm
commented
It’s me
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Rob Pennoyer
commented
It's silly that to see a statement you have to hit a button that says "email statement", as if that was the only possible thing you could ever do with a statement.
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Esther Santos
commented
What would be great is a feature to issue out statements automatically at EOM or the client to be able to set a custom date when statements should be sent out. Something similar to invoice reminders, but with statements! Please!