Automated Email Monthly Statements

I would like to request the following features for the billing configuration:

  1. Toggle Switch for Sending Monthly Statements: A toggle switch under Billing Configuration to send monthly statements to clients, particularly for businesses that only pay upon receiving a statement.

  2. Email Body Templates: The ability to use different email body templates when sending statements. For clients who have been blocked, a separate template should be used than a business

  3. Date Selector for Statement Delivery: A date selector allowing us to choose on which day of the month the statement must be sent.

  4. Finance Documents for the Last 3 Months: Include the last 3 months of finance documents with the statement.

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Upvoters
Status

In Review

Board

💡 Feature Request

Date

25 days ago

Author

David Dayson

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