I would like to be able to send out customer statements on the last working day of every month. At the moment I need to go into every customer account which is hugely time consuming.
I would appreciate for there to be a function to send out the statements automatically (or at the click of one button) at a point in time.
Guest
We are pleased to let you know that you are now able to automatically schedule customer statements to be sent out on a set date.
Please refer to our help centre article for more information. Please note you will first need to switch on the new design to access this new feature.
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Sorry. Found where I can turn it off...under Customer details
Thanks for this. How do you turn off/delete the schedule after one has been set up?
About time too! - Really KF you need to pull your finger out. Let's face it, your monthly and yearly fees always increase, yet no platform development for years. We have a half cocked UI and a next to useless mobile app, come on, us loyal clients deserve better!
Great idea
YES, get in admin, bravo <3
great
Iris Kashflow, Still waiting for this, when are you going to impliment it? Only over 4 years waiting so far! An update is much appreicated.
4 Years have passed and nothing? KF where are we with this?
Need this feature adding i find it shocking that you dont already have an auto send statement option on month end.
Nothing gets done guys !
Any update on this being implemented?
Nudge.
Sounds like this function is well overdue and I am not the only one frustrated by this!
KF this is over two years old, can you kindly give me an update when this feature is going to be implemented? - We have to email out statements manually each month which is wasting so much time for us. Come on KF please give us some good news here!
yeah this is great option to have
Would agree that the option to automatically send statements on a pre set date would be extremely beneficial as would the option to set only for overdue and only those with outstanding balances as options
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Dear Kashflow (Julie Shepherd),
We have received your request and this will be passed to our accounts team so that we can deal with this for you. We are committed to resolving every ticket as soon as physically possible, we encourage you to let us know if you have any additional concerns or questions by replying to this email. You will receive an email when any action has been taken on your ticket.
If your enquiry is urgent please contact us by phone direct on 03333 660077---------------------------------------------------------------
Ticket Details
Ticket #: 12156
Subject: Send customer statements on a set date status has changed to Planned
Department: ACCOUNTS TEAM
Status: Awaiting Accounts
Priority: Medium ---------------------------------------------------------------
Kashflow (Julie Shepherd)
User - 13/07/2018 1:20 PM
-#-#- Please reply above this line -#-#-
Dear Kashflow (Julie Shepherd),
We have received your request and this will be passed to our accounts team so that we can deal with this for you. We are committed to resolving every ticket as soon as physically possible, we encourage you to let us know if you have any additional concerns or questions by replying to this email. You will receive an email when any action has been taken on your ticket.
If your enquiry is urgent please contact us by phone direct on 03333 660077---------------------------------------------------------------
Ticket Details
Ticket #: 11494
Subject: Send customer statements on a set date status has changed to Future Consideration
Department: ACCOUNTS TEAM
Status: Awaiting Accounts
Priority: Medium ---------------------------------------------------------------
Kashflow (Julie Shepherd)
User - 04/07/2018 11:53 AM
KF Where are with implementing automatic statements? This is a much required feature, yet seems to be taking ages. An update please?
We've always invoiced on the last day of the month but we've had to settle for 28th now. Seems like such a basic option & glad it's not just us being finicky! Pity it's taking so long to implement though...