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Bulk invoice / statement emailing

When I used QuickBooks, there was a function to allow me to email statements to clients who had a balance (I could select 30, 60 or 90 days).

It was handy as it would just email each client what they owed, and I didnt have to click on each client and physically email.

Very fast and efficient and saved me loads of time!
  • Lee Ann
  • Jan 10 2017
  • Already exists
  • Jan 10, 2017

    Admin Response

    Hi Lee, You can do something similar in KashFlow at the moment; If you select the customers you wish to email using the checkboxes on the left hand side within the customer screen, you can then select an action at the bottom of the screen labelled email statements. This will then let you select the date period you need and also let you exclude paid invoices. It will then generate and send those emails for you. Does that solve the problem for you?
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