Settings and activity
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8 votes
Hana Le
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47 votesHana Le
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1,178 votes
Heya team, thanks to everyone who shared feedback through the form in our last update. Your contributions have helped us make great headway, and this idea is now moving into development.
We're inviting a limited group of users to test our new Statement list and PDF views. These are important stepping stones towards scheduled statements, and testers will automatically receive early access to scheduling when it becomes available. Register your interest through this form as soon as possible.
If you don't make it into this testing group, don't worry. We'll continue sharing updates here as the work progresses.
This early release gives you greater control over your statements, from customising which columns you see to editing contacts inline and previewing exactly what each customer will receive before you send. Your statements will also now match your invoice branding for a more consistent experience.
Please note: When you join, your entire…
An error occurred while saving the comment Hana Le
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But some customers do not want to receive statements. If the auto email can exclude the customers who are turned off for reminder would be great!
Hana Le
supported this idea
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An error occurred while saving the comment Hana Le
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We have 2000+ customers. This function will be a life saver.
I always get request from customers to send the credit note of their overpayments. However, there is no option and so I have to take extra steps through a suspense account. It will be much convenient to be able to convert overpayment to CN.