Hi,
Is there any way to send a statement to a client eg once a month automatically (if there are unpaid invoices of course. Also, is there a way I can 'manually send a statement rather than just an invoice? Could be good to have a button near send in once say send statements… Thanks
You can send a statement by going to the clients overview, clicking ‘View’ and selecting ‘Statement’. Set it up as you would like it to be, and click ‘Send’.
It’s not possible to send one automatically though.