Payment reports to customers
It would be great to have the option to email customers the payment detail report from the AR/Payment History Tab. Instead of having to download it and then send to customers.
Hi, All,
Wanted to let you guys know that this suggestion was successfully implemented and completed under ticket https://vertical.atlassian.net/browse/KS-27641. Please let us know if you guys have any questions.
Thanks,
Karina
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Daniel Gomez commented
it should be available for customers when they access their account via ecommerce. E-commerce is mostly being uses to buy, but not to reconcile the account, therefore too many skipped invoices because not always invoices are being sent via email. Being able to check posting and payment history will allow a/p @ wholesale lever be more accurate
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Is it possible to send a summary when a payment is posted to an account notifying the email set as default to receive the statements to let them know how, when and all details of how their payment was posted into their accounts?
Sometimes is the best tool to let them know how we apply payments, there are always discrepancies that show missed balances, credits, and its good to have all the history and same as any app or any bank or credit card, email notifications for account activity are important.Thank you
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Daniel Uribe commented
this is infact a simple function that should be available also on the invoices tab to the salespeople users.
For salespeople it woudl be great to also be able to email customer last payment detail without having access to the entire A/R TAB!