Statements

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sstone

• March 31, 2015 22:45

Can we email a statement the same way an invoice is mailed so that a client can pay by credit card, etc. Right now, can only print a statement or save it as a pdf and email it but it will not have a link to pay. Only current way is to keep resending prior invoices. We should be able to generate a statement for a client, email that statement and have a link to pay similar to what you have for invoices.

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• Official comment

  

  Kristin O'Neill

  • July 31, 2015 20:03

  The Statements are one area of the program we plan on making a complete overhaul which does include the ability to email so once these advancements become available we will notify all users right away!

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  Linda Matas

  • July 02, 2015 16:00

  This would be great. I too would like this feature added.

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