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.
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In Review
💡 Feature Request
25 days ago
Michaell
Get notified by email when there are changes.
In Review
💡 Feature Request
25 days ago
Michaell
Get notified by email when there are changes.