Invoices - Add a Credit Terms filter to the bulk Send Statements screen
I have used other accounting packages and you can select terms as a method of who you wish to send statments too. ie 7 day Terms, or 14 Day terms etc etc It allows for easier follow up.
I find auto sending overdue invoices automatically upsets clients, especally if they are 5 days over and this covers 60 odd invoices. I have found in the past I get better response to regular statements being sent according to payment terms.
Annette Larkin
shared this idea
Hi Annette, we can see how having more ways to filter statement recipients could help businesses manage customer communications more efficiently.
The suggestion is to add a Credit Terms filter to the bulk Send Statements screen, making it easier to group customers based on their payment arrangements.
For now, you can use contact filters or reports to help identify customers with specific payment terms before sending statements. We’ll continue tracking this idea here so the community can share feedback and use cases to help shape future improvements.
