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.
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‎02-17-2021 09:03 AM
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‎02-19-2021 05:39 AM
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‎02-18-2021 10:00 AM
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.
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‎02-18-2021 05:36 AM
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.