Automated Statement Sending

Have a function available that customers financial statements can be generated and sent out in PDF format. Date to be specified for the statement. A time as well would be ideal to reduce load. Customer labels and filtering to specify what customer type must be scheduled monthly.

thank you

Please authenticate to join the conversation.

Upvoters
Status

In Review

Board

💡 Feature Request

Date

25 days ago

Author

Michaell

Subscribe to post

Get notified by email when there are changes.