Hi
As far as I can see there is no possibility to email (unless I am mistaken?) number of clients in one go their statements . Do you plan to lunch such a feature? It would be a great time saver as at the moment sending client statements (with payment request) one by one to many clients is time consuming. Thank you.
Hello @Iwona1
Statements can be viewed at any time by your clients when they log in.
You can also set up recurring statements if required.
Hi
My question was regarding sending my clients batch reminders about their outstanding balances to pay. The clients can, but they do not login to their accounts, to view their statements without me prompting them to do so (as it is my business to make them pay what they own to me). For the moment I can only batch send outstanding invoices to the number of clients but that means that they can receive a few separate emails with their few outstanding invoices instead of one clear statement. Using credit control feature also allow me to send reminders about single invoices only, not about the whole outstanding balances, what can be confusing for the client when receiving reminder for one invoice only when in fact 3 or more are outstanding in total. Being able to batch send client statements to them with a request to pay what they own would be very useful.
Kind regards;
Iwona Iwanicka
Iwona Accountancy Services Ltd
Studio 209
Sunbeam Studios
Sunbeam Street
Wolverhampton
WV2 4PF
Tel: 01902427717
E: office@ias-accountancy.co.uk
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Hello Iwona
This isn’t possible at the moment, I have checked and it has came up before.
There is an existing feature request for it, please feel free to add your vote
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