Forum Message

Emailing Statements

Great idea to be able to email invoices as PDF's but are there are plans to add statements to this option?

Currently we run a statement and print as a PDF then email seperately but love the way an invoice pre-populates all the right fields.

Thanks


Posted by Http://www.andover-It.co.uk on Nov 28, 2010 2:26 AM GMT

Ooops. Sorry about the website - I pasted what I thought was Andover IT and hit [Return] too quickly


Posted by Andover IT on Nov 28, 2010 2:27 AM GMT

Hello Andover IT,

To email a customer statement as a PDF, select a row in the Customers list and click menu File > Email > Statement for selected customer. Also, we recently changed Solar Accounts to automatically populate the email address and other fields when sending a statement - you can upgrade here:
http://www.solaraccounts.co.uk/download.php?flag=UPGRADE

Regards,


Posted by Mark McLaren (Solar Accounts) on Nov 29, 2010 10:43 AM GMT

Thanks Mark

Not sure why I didn't check there - too used to using right click content menu :o)


Posted by Andover IT on Nov 29, 2010 2:02 PM GMT

Hello Andover IT,

You're not the first person to ask - we should add 'Email Statement' to the right-click menu.

Regards,


Posted by Mark McLaren (Solar Accounts) on Nov 30, 2010 9:03 AM GMT