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 organisation permanently moves to the new statement branding templates, that are consistent with your invoice templates. This can't be reversed. Each user can switch back to the older statements list for a limited time.
What’s coming soon: Schedule statements to automatically send on regular cadence, track send status, get easier access to statements in the sales navigation, and have more control over which columns you display on your statement PDF.
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.
When you do get to this, options I would like to see are:
All Customers:
- Option to send or not send statements automatically.
-- If the option to send automatically is selected, then:
--- option to choose what date and time to send them
--- option to insert a notice to all customers on the statement
--- option to be notified when opened/read by the customer
Individual Customers:
-- Option to choose which individual customers to send statements to
-- Option to choose what date to send the statement for each customer
-- Option to be notified when opened/read by the customer
-- Option to add a notice on the statement to be read by the individual customer
I hope this suggestion helps.
In both cases, on statements to be read by all customers as well as an option to send customized
When you do get to this, options I would like to see are:
All Customers:
- Option to send or not send statements automatically.
-- If the option to send automatically is selected, then:
--- option to choose what date and time to send them
--- option to insert a notice to all customers on the statement
--- option to be notified when opened/read by the customer
Individual Customers:
-- Option to choose which individual customers to send statements to
-- Option to choose what date to send the statement for each customer
-- Option to be notified when opened/read by the customer
-- Option to add a notice on the statement to be read by the individual customer
I hope this suggestion helps.
In both cases, on statements to be read by all customers as well as an option to send customized