Question: Customer and Supplier Statements

Customer and Supplier Statements

I need ability to be able to print view and email periodic customer statements/supplier balances detailing items,payments and balances directly from the system without spooling to excel. Ad

AO

Allan Omondi

Asked
I need ability to be able to print view and email periodic customer statements/supplier balances detailing items,payments and balances directly from the system without spooling to excel.

Advise
  • MS

    Mian Saleem

    Answered
    There is no such option. If you asking for customisation, please email to [email protected] with detailed version of requirements to get estimate. Thank you
  • AO

    Allan Omondi

    Answered
    What i am asking for is something that should be in the system either in the future or in your next release version this is a necessity for everyone using the system , i have attached a screen for your perusal , how do you submit this info to customers in an organised way , the system already has ability to email each sale individually can we have the same for emailing all due sales as summary.It is very difficult when a customer asks you email me my outstanding balance and you start a process of putting data in excel formatting it for you to send. Kindly see my perspective thanks.
  • MS

    Mian Saleem

    Answered
    Please open feature request and we will check in future updates.

    Thank you
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