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

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    submitted  ·  2 comments  ·  For small businesses » Business features  ·  Admin →
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    Pippa Mackay 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.

    Pippa Mackay supported this idea  ·