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  1. 22 votes

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    Rachael Keates commented  · 

    We have nearly 500 customers in various groups and this is impossible to manage having to open each account to see who is receiving and who isn't receiving invoice reminders.

    We have a group of customers on direct debit who we do not wish to erroneously chase for money in case there are any delays with this process/reconciliation. We can not be expected to turn off invoice reminders manually under each client.

    Whilst I'm here it would be good to be actually be able to do anything via Groups. Although this tagging feature is nice, it's basically useless if you can not action set processes from it, ie turn on invoice reminders for a set group, send statements for a set group etc etc.