Feature requested
Turn on Recurring Statements for all clients
Typical use case
I have two Quickfile setups, each with around 160 clients.
Once you have turned on Reoccurring Statements, you can update settings in bulk (well, a maximum of 100 at a time).
However, I can not find ANY way to turn on Recurring Statements for clients other than VERY laboriously going into each one (I have even looked in the API’s and no sign in there).
Also, it would be extremely useful to be able to tick a batch of clients, and say “Send Statements now”.
My clients are massively more interested in statements, than invoices (and in fact, find the invoices and payments being assigned to invoices extremely confusing).
I have tried to tell them how to find the statements on the client portal, but 2/3rds struggle with this, so sending a direct link (and being able to control when we send this) would massively improved things.