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Include Statement outstanding balance within email text


I think it would be quite useful to have the outstanding balance be displayed within the actually email when sending statements (recurring or manually). Reason being I think many clients will just ignore clicking on the view statement, but if the email said “You have an outstanding balance of £2000, click here to view your statement” they would be far more likely to realise they are getting the statement because they owe money.


I have added my vote to this. A lot of my clients are reluctant to click through to Quickfile, either through an aversion to embedded links or just being too busy.

This also gets my vote.