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Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit KF-I-3147 Send customer statements on a set date.

Automatically Schedule Sending of Statements to customers Merged

I would like to automatically email customers with their up to date statement on X day of each month. Ideally this feature needs to parameters:

1) Choose the day of the month you wish to send statements on

2) Ability to choose which customers are included in receiving automatic statements (I suggest via a checkbox on their account)

This would be really helpful, save a lot of time and allow us to provide even better customer service for our customers.

  • Russell Chesler
  • May 11 2022
  • Released
  • Admin
    Masih Ahmed commented
    31 Aug, 2022 10:01am

    This feature will be released early October 22