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Settings and activity

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  1. Customer Statement - Filters in statements page and option to exclude customers

    5 votes

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    submitted  ·  2 comments  ·  For small businesses » Business features  ·  Admin →
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    Monique Hazeldine commented  · 

    EOM statements are time consuming as our business clients want an 'Outstanding' statement as at EOM and other clients prefer an 'Activity' statement so they can see that their payment has been received. The ability to search by Contact Groups would make this task efficient and free from errors like missing a contact altogether or sending an Activity statement to a business client etc.

    Monique Hazeldine supported this idea  · 

  2. Invoices - Ability to send Invoices and statement to seperate email addresses

    299 votes

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    56 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Monique Hazeldine supported this idea  ·