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At times a customer wants their history emailed to them. I would love to be able to send an email with all of their invoices, paid and unpaid, to them. Instead of having to send them one by one.

sharlene
New Contributor III
 
3 REPLIES 3

sharlene
New Contributor III
Thanks Donna. That will work.

dwhite45
Valued Contributor

That would be a list of their invoices. Sorry, I didn't word that right or not really what you were looking for? But at least it would be a history. Then they could request copies if they wanted them at that point.

dwhite45
Valued Contributor

You can. Go to their statement, at the top, left, click on "Include Zero Balance Invoices", and I save a PDF to my desktop then email them a copy. It will have all of their invoice numbers and totals and show if they are paid or not and dates.