Request from my clients
Most would prefer a monthly statement sent to them as one email not many at different times. Preference would be;
• Statement of course, Need statement to show outstanding invoices, all invoices, purchase orders, payments received since prior statement or within a period of time specified, basically anything that happened that month.
• Prefer email to be sent as one with multiple attachments, statement and copy of each invoice or credit memo mentioned in the statement
- Customer having 0 balance option to be sent or not
- Any type of transaction during the month will be sent zero balance or not
- Customer choice of either email or hard copy sent
- Place in reports to either print or email clients as a batch, so I do not have to go to each client individually.