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Automated Email Monthly Statements

Feature Request

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.

Posted by David Dayson ·
3 comments

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Comments3

  • Craig Jones

    •

    Jan 13, 2025

    Glad I’m not the only one. I can’t launch or promote my business, because the accounting workload is simply too high, without automated statements (at least).

    I operate alone, and only 50+ clients at present, but that’s already a massive job every month, and it confuses clients not having a consistent, reliable billing system.

    Please sort this out, we’re paying too much, for too little in this area

  • Justo

    •

    Dec 13, 2024

    This is super important for us.

  • Mau van der Mescht

    •

    Nov 15, 2024

    This has been a long time coming. Please implement.