Emailing Statements to customers

ChrysalidChrysalid Member Posts: 5

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

2 comments

  • VanessaDVanessaD Moderator, Lightspeed Staff Posts: 511 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.


    Cheers!


    Vanessa D.

    Lightspeed Retail Support

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

    514-907-1801 ext. 2 (Montreal)

  • cdoremuscdoremus Member Posts: 5

    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

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