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Statements
Idea shared by Levi Brashevitzky - 11/3/2021 at 2:26 PM
Proposed
L
I'd like to propose that there be an option to send out a statement for open invoices. With the ability to chose date range and more.
For someone like myself who has used desktop for many years before moving to cloud, I have open invoices that I'd like to collect on but I'm hitting a wall since i cant send them as a statement nor can I group them into one invoice since they are different categories.
This feature would be a really big help to have before December so I can try and collect these monies before the end of the year.
Yisroel Pinson Replied
7/19/2023 at 8:04 PM
Employee Post
Statements are available in CMS Cloud. Click Batches / Statements on the main menu.
Or click the Statement button on any Family (when viewing Bills).
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