Emailing Statements to customers

ChrysalidChrysalid Member Posts: 5
edited May 2021 in Feedback

I'm frustrated that I am not able to email a statement to a customer.

I was told by support that the solution is to print the statement to PDF, then open my email program, create a new email (find the email address of the AP department of the current customer) and send it that way.

I have hundreds of customers, that need statements sent to them on the first of each month.

This would take a significant amount of time each month. Makes no sense.

Because we can easily email invoices, it seems that this isn't much of a leap.

Please tell me this is in the works?

Thanks,

Amber

Post edited by VD_LS on

21 comments

  • VD_LSVD_LS Administrator, Moderator, Lightspeed Staff Posts: 796 moderator

    Hey @Chrysalid ,


    Thanks for the feedback, I'll note it in our list of enhancement requests!

    ———

    If you have any further questions Please do not hesitate to contact LightSpeed support or check out our Support Page.


    All the best!

    Vanessa

    Lightspeed Retail Support

    866-932-1801 ext. 2 (Toll-Free)

    514-907-1801 ext. 2 (Montreal)

  • cdoremuscdoremus Member Posts: 19

    I agree with Amber with send all our clients who have charge accounts a statement even though they all pay at time of purchase. We need this future desperately!!!!


    CP

    Aiken Saddlery

  • ngilsonngilson Member Posts: 62 ✭

    +1 for this!

    It would also be super helpful if the program exported the PDF automatically in the email, rather than just putting the information in the body, so that customers can easily print the statement if they want to return it with their payment.

  • DairyLadyDairyLady Member Posts: 1

    We really need to be able to email statements out to customers. I have over 400 customers and over 10+ different customer types and need to be able to send out outstanding statements to the different customer types. Would make my life so much simplier rather than doing one at a time.

  • BobbiBobbi Member Posts: 3

    YES! YES! YES! AND ONE MORE TIME YES!

  • elioswinewarehouseelioswinewarehouse Member Posts: 4

    It would also be helpful if the email went through an email program that we can see that it was actually sent. We have no way of looking at the email history of the customer.

  • dhicksdhicks Member Posts: 32

    Thank you so much for all of your comments...others, if you need this feature, please chime in!! I think that Lightspeed needs to see that this is a very critical aspect to our business...it makes no sense to choose a great POS system like LS is and have these critical gaps!!


    I echo all that has been said here...being able to email statements is A MUST!!! This needs to be moved up the list of priorities...as it is a HUGE disadvantage to our business...especially since our last POS did it...our customers have learned to rely on it...and I will end up paying more for someone to manually go through and send them each month than I am paying for the whole POS!!


    If you can just add 2 buttons on the customer profile to

    1. Select email statement and then when we generate statements there is an option to send statements to all profiles that have selected 'email' for receiving statement...and they are all sent via email and those that don't have the box checked it prints a statement for you to mail.
    2. 2nd one to have each receipt/invoice sent to them after each transaction (just like the button is already there...just have an option to have it go automatically...if someone has am email address on file...they want to have each invoice emailed to them...and it is to much training and remembering to have my staff push the button after each transaction.

    It just seems like these are already 90% there with the current configuration they just need that final step taken to execute it...should be an easy win for all in the community!! But I can't emphanize how badly this is needed!!! anyone that has a credit program is hating life with Lightspeed...and it should be a fairly simple additions to add the capability. I think in addition to these...under the account tab and option to manually send a statement via email should be added as well...for the one off needs.


    Thanks again!! I am just starting with Lightspeed...and like a lot of the features...but some are very painful and could be corrected with what seems fairly straight fwd.

  • Brady_11Brady_11 Member Posts: 5

    I would love to see this feature added to the software as well. We have nearly 2000 credit accounts and right now the statement process is very clunky. It would be extremely nice to have this feature added because right now the "print all" button sucks to say the least. We need filters. We only want it to print if they owe more than $5, right now we are manually having to pull all of these ones out. Second, it would be nice to add the age of the credit. A lot of our customers are having to call us to figure out why they owe so much because it doesn't show the transactions for the previous months. We figured out how to do this for an individual account but it takes a lot of time to go into each one individually to print a new copy. It would also be nice to be able to see the age of the credit so we knew which accounts to put on hold. If we could just email these statements it would save a lot of time we could have them refer to their previous emails to see why they owe what they do. We wouldn't have to pull out the ones the owe very little because there would be no postage fees on our end. This would just save us all a lot of time in this currently clunky process.

  • boviobovio Member Posts: 26

    This is such a huge issue for us to. Sick of dragging print previews into our Apple Mail messages to send quotes.

  • MagoosMagoos Member Posts: 3

    We need this feature - it takes too long to email statements with the current Lightspeed setup. We have to email statements, we have customers that have many invoices per month

    Any idea if this request is being looked at?

  • ngilsonngilson Member Posts: 62 ✭

    @Magoos Don't hold your breath. In the 9 months we've been on this system, it seems like "make a suggestion on the lightspeed community page" is code for "this is where your idea goes to die"

    It is incredibly frustrating, because BASIC, basic things like this should not be difficult for a company to implement, particularly when past products they have developed did it with ease.

    Instead, workarounds, hacks, and "it's on our list of enhancement requests" is about all you can expect.

    I would love for Lightspeed to prove me wrong.

  • MagoosMagoos Member Posts: 3

    Yes, we have been in this scenerio before -

    we came across from Lighspeed online and had requested more than 2 decimal places when bringing in stock - we waited years and it never was addressed. We hoped that this feature would be in Lightspeed Retail but no it is still not.

    If emailing customer statements is a feature they can't or don't want to implement, better for me to know now than hoping.

  • EcburrellEcburrell Member Posts: 1

    Definitely need this feature. This would make life a lot easier and I agree with @ngilson that the statement should be exported to a pdf and not just inserted into the body of the email. Invoices should also do that.

  • gregaricangregarican Member Posts: 898 
    edited December 2021

    After browsing through a lot of these posts, the common theme seems to be that feature/enhancement requests are noted and forwarded along to the development team. But rarely are there follow-ups noting that the request actually hit the queue and hence was released. There used to be a Lightspeed Ideas site where requests were logged, voted on, and popular ones were tracked for eventual new release. But that site was taken down by the company. And as far as I know no replacement site was ever brought online --> https://community.lightspeedhq.com/en/discussion/4729/lightspeed-ideas-gone.

    Long story short is that Lightspeed acquired this cloud POS platform over 8 years ago (https://www.bicycleretailer.com/retail-news/2013/07/24/merchantos-acquired-lightsspeed#.YbDjRr3MKUk). And over that time little has been done to either patch glaring bugs or add features that other competitors already have. Our smaller subsidiary company has been using Retail since 2018, but our goal is to migrate to a different platform when the next contract is up for renewal. Too little acknowledgment or movement, and too much time spent creating workarounds.

  • ngilsonngilson Member Posts: 62 ✭

    @gregarican You are spot on. It really feels disingenuous for tech support agents to be telling us "make a suggestion or feature request on the community forum," when it seems painfully obvious that this is where ideas come to die. Might as well change the name of the product from "LightSpeed" to "WorkArounds"

    I've heard of the old site where people could vote on ideas, which sounds like a brilliant idea. Fast-tracking the ideas which are most requested would address the biggest shortcomings and make this a software solution which actually helps our business grow, instead of hampering it.

    I am sure I'm not the only user here that would love to know what alternatives you have explored.


    As stated above in a post from 11/3, I would LOVE for someone from LightSpeed to prove me wrong. We are literally begging you to fix this product LightSpeed!

  • gregaricangregarican Member Posts: 898 

    As an exploratory exercise we tested out Shopify POS, since we already have Shopify for our e-com platform. Overall it made a good impression, was truly "omnichannel" (since both apps are working off the same place), and seemed less clunky compared to Lightspeed Retail. Some drawbacks were the high credit card transactional fees, having to subscribe to an upgraded plan to get more features, and the lack of comprehensive inventory control functionalities.

    Comparing the two cloud POS solutions here is an example of the difference between the two. When we launched a new store in Nashville, TN we learned about their complex tiered sales tax requirements. Approaching Shopify, the answer was "sure we can do this!" only to learn we would have to upgrade our Shopify subscription as well as pay Avalara for the add-on. When I posted the about the same issue on here, about sales tax not properly calculating, I basically got the empty response of it being added to the request list. With nothing happening a full year later. I developed a custom button in Lightspeed Retail that calculates the proper taxes, and adds them as dummy SKU line items to the tax free sale. A workaround...again...lol.

    We are currently in discussions with a VAR who bolts on more retail functionality to Microsoft Business Central 365. It isn't cheap, much more than Lightspeed Retail as a matter of fact. But when all is said and done we hopefully will have our requirements met. The implementation process will likely take the better part of six months and will be the platform for our larger parent company as well as the smaller subsidiary company that is still using Lightspeed Retail.

  • dhicksdhicks Member Posts: 32

    This thread started in May and I haven't seen a comment by anyone from the company at all...I have been on other threads and typically someone from the company comes on and comments and says something...how do we even know that anyone at Lightspeed is even monitoring this site? Or is it just a venting site to come and air problems to the world wide web...with no solution!!


    I get that you can't do everything for all people...and I would feel better if someone at the company came on and said yes that would be a good feature...and may get added to a release in the future but it has been deemed that there are other features that are higher priority and more requested. Ok, I can understand business reasons why things can't be done...but to say add your feature requests or ideas or pain points and our development team will consider it...that sounds great...but all year it has been complete BS I have put 10-15 items here and have not heard a peep as to...yes we will add that, no that is to complicated, no we have to many other priorities, yes but it will be next year...but instead we hear nothing...that is the most frustrating part.

    If this is where the company wants feature requests submitted then they need to have someone responding to each request...and have some kind of way to follow up, or track or even know if is it is something they are considering doing something with. We seem to get more answers from each other than we get from anyone from the company...which is great...but don't pose it as the platform for requesting changes/updates/enhancements that the company needs to address.

  • VD_LSVD_LS Administrator, Moderator, Lightspeed Staff Posts: 796 moderator

    Hey @dhicks

    The feature is currently in the feedback portion of the community forum and is exactly where it needs to be to be considered for a requested feature enhancement.

    ———

    If you have any further questions Please do not hesitate to contact LightSpeed support or check out our Support Page.


    All the best!

    Vanessa

    Lightspeed Retail Support

    866-932-1801 ext. 2 (Toll-Free)

    514-907-1801 ext. 2 (Montreal)

  • CelineCeline Member Posts: 1

    Agree!

    Any update @Lightspeed ?

  • VD_LSVD_LS Administrator, Moderator, Lightspeed Staff Posts: 796 moderator
    edited February 25

    Hey @Celine

    We'll be providing an update once we have further info.


    Thank you for your continued interest.

    ———

    If you have any further questions Please do not hesitate to contact LightSpeed support or check out our Support Page.


    All the best!

    Vanessa

    Lightspeed Retail Support

    866-932-1801 ext. 2 (Toll-Free)

    514-907-1801 ext. 2 (Montreal)

  • cdoremuscdoremus Member Posts: 19

    Please add this feature!!!!!!!

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