Often we have a lot of customers who have outstanding invoices. It would be great to be able to send each customer a combined statement with all attached invoices in one batch, similar to how employee pay stubs can be emailed.

I imagine it could work like this: a wizard would take users through the selection criteria and report for the statement, the selection criteria and report for the AR invoices, and the selection criteria and report for the SR invoices, and the program would do the rest. As a default, our company always makes the first customer contact's email the AR email, so the program could use that. Alternatively, you could add a field (like how Direct Deposit Email is the email that the pay stub gets sent do).

by: Ryan B. | over a year ago | Accounts Receivable