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Printing statements of account rather than emailing

Submitted by mckelvey on Thu, 25/06/2020 - 05:04
in

We would like to be able to print and mail our customers' statements of account rather than emailing them.  Is there a way to do this all in one go rather than having to request a statement print individually for each client that is carrying a balance?  Having to do it that way is very tedious.  I'm sure there is a place in Administration that lets me change this but I can't seem to find it.

Many thanks for your advice

‹ Visit notes formatting Task Type as a drop down rather than text search (very minor) ›

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Re: Printing statements of account rather than emailing

Submitted by tanderson on Thu, 25/06/2020 - 08:47.

Statement processing will preferentially select contacts with Billing purpose.

If you always want statements to be printed, ensure each customer has a Location contact with Billing purpose.

Re: Printing statements of account rather than emailing

Submitted by mckelvey on Thu, 25/06/2020 - 09:29.

Thank you for this.  I appreciate the information.

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