Hi,
A client has requested a statement. When I look at the sales drop down box it doesn’t show statement. Can someone advise what I need to do? I have also noticed I am missing other options too.
Thank you
Siobhan
Hi,
A client has requested a statement. When I look at the sales drop down box it doesn’t show statement. Can someone advise what I need to do? I have also noticed I am missing other options too.
Thank you
Siobhan
To view a statement, if you go to Sales >> Show all clients, pick the client. You should then see a ‘View’ button. If you click this, you will see a View Statement option.
What other options do you believe are missing? We’ll certainly try to point you in the right direction!
I’m missing statements. letters, messages, calendar entries and company reports
sorry just seen your reply regarding statements I think the other things I am missing may be with this drop down menu. Just let me check
Thank you! Got it
This topic was automatically closed after 7 days. New replies are no longer allowed.