Statement of accounts?

[Michael_Houghton1]

does anyone know if its possible to send clients a statement of accounts through Quickfile?

[rhc]

Hi,
Yes, you can.
Go to your client in question and click on View

Choose Statement

And click Send (top left)

If you have setup a email address for the customer then it will show up.
If you haven’t setup an email address/contact details, just go back to the client page and click the + Add New Contact underneath Contact Details.

[Michael_Houghton1]

amazing thankyou! cant believe i missed that haha