Individual Customer Activity Report
Grimey
Member Posts: 1
One of my customers wants an individual weekly update of work on the go, as well as a monthly statement.
Is this possible?
0
Grimey
Member Posts: 1
One of my customers wants an individual weekly update of work on the go, as well as a monthly statement.
Is this possible?
Comments
Hi @Grimey! Thanks for reaching out. Under: Sales > Customer Statements you should have the ability to create customer statements. You have the ability to choose if you want the statement to show all invoices or unpaid invoices only. You can choose to send this to your customer weekly if they wish using one of the many 'send' methods