ABILITY TO PRODUCE CUSTOMER RECEIVABLE STATEMENT AND EMAIL
under review
a
ap@kitschwines.ca
Would like to be able to download a customer receivable statement and email for follow up
<COMMENTS>
Sophie Oliver
marked this post as
UNDER REVIEW
Hi there! Thanks for the request, this is great feedback.
I've logged this in our internal system for our product team to review.
Are you able to provide some more detail to what you're looking for exactly? More specifically, where do you see this feature functioning, etc.? Thanks!
0
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May 20, 2021
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Sophie Oliver: Morning, I would like to be able to send a receivable statement to a customer with only their information on it. The report would look similar to the AR aging report but I would be able to select "All" or select a combination of one or more licensees. If the report had a header with our company name that would be great:
Kitsch Wines Ltd.
Aged Receivable Report as of June xx, 2021
Licensee Name
Licensee Number
The remaining info can be similar to the existing report unless you're able to incorporate a line for payments.
thanks
Sophie Oliver
under review
Hi there! Thanks for the request, this is great feedback.
I've logged this in our internal system for our product team to review.
Are you able to provide some more detail to what you're looking for exactly? More specifically, where do you see this feature functioning, etc.? Thanks!
a
ap@kitschwines.ca
Sophie Oliver: Morning, I would like to be able to send a receivable statement to a customer with only their information on it. The report would look similar to the AR aging report but I would be able to select "All" or select a combination of one or more licensees. If the report had a header with our company name that would be great:
Kitsch Wines Ltd.
Aged Receivable Report as of June xx, 2021
Licensee Name
Licensee Number
The remaining info can be similar to the existing report unless you're able to incorporate a line for payments.
thanks