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Send Statement To Customers without Zero Balance

Feature Request

Please add to the filter list on the reports,statements menu an additional filter to allow us to filter out customers that have zero balance or less than R50 balance. So the customer statements only gets emailed to customers who have a balance and also allow to select customers in this menu

Posted by Bsz786 ·
3 comments

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Comments3

  • Beverley Pothier

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    Oct 15, 2024

    This is actually the most important feature request seen. Clients who owe money get regular statements, sadly the ones on zero or negative get irritated by the regular statements

  • Giancarlo

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    Sep 17, 2024

    There is a workaround on this, when you go to email invoice/statement templates you can add a code there that will give the account balance (total balance) this will give a positive balance or a negative meaning they owe you.

    • Bsz786

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      Sep 24, 2024

      This is understood but the request is for Splynx to not send statements at all to customers with zero balance or a balance under x amount.

      In this menus currently, statements are sent to all customers and we cannot select nor can we remove all customers with R0 due