E-Mail Statement?
Am I missing something or is it not possible to e-mail a statement direct from Easify? If not
can it be added at some point?
KLK
Easify Forums
Forums -> Technical Support
E-Mail Statement?
Page 1 of 1
1
Posted by KLK
Posted by Richard
Re: E-Mail Statement?
Not at present. We've just introduced email facilities for quotes and orders (as part of the new DMS system) and would be easy to extend that to cover statements in a future release.
We've already got a few feature requests related to statements so will add it to the hit list. 
Regards - Richard (Easify Developer)
Posted by John
Re: E-Mail Statement?
If you're referring to the report "Reports > Finance > Customer Statements", then I'm afraid not at the moment.
This currently only lists all customer statements in a single report with no email feature. I've added a feature request to investigate the possibility of allow this from the customer record (edit customer) window. If we get time it'll be added in the next feature pack.
Happy to help - John (Easify Support)
Page 1 of 1
1