Hi guys, I would like to download a client statement of account (showing list of invoices and number of days overdue) so that it can then be attached to an email? I can’t seem to find the SOA feature on any of the menu options
Thanks in advance
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Hello @aao
You can produce a statement for a client from their account
Sales > View Clients > Select and account
View > Statement
https://support.quickfile.co.uk/t/client-statements-management/8922
Thanks alot, Steve - i overlooked the “view” option!
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