Statements for Customers
in progress
G
Gaye Holt
I would like to send a customer a statement showing only their open invoices. It could be similar to the Customer Public Profile email but would have accounting terminology, only include unpaid orders and show the total owed which is already available for us to see. This would be much more beneficial to my company than the current public profile.
A
Accounting
This would be amazing!!!!!!!!
A
Abby McDowell
Merged in a post:
Posting a Payment to a Vendor that has Multiple Sales people
S
Susan VanGorder
Is there a way to post a check to a customers account and the account shows all open Invoices under that company at once. Right now because the company has many Sales reps that the Invoice goes to but they pay it all on one check from that company. It shows only the Invoices under one sales reps name so many times I have to post portions of the payment to multiple places under each sales rep.
Why can't there be a way to have all open invoices show under the company name not under each sales rep name ( or have it show all of them under the company name with the sales rep name beside it.
Just a thought this is very time consuming when it should be one quick post the payment and done. If there is a way please let me know
Yona Gidalevitz
in progress
L
Leslie Peach
Yona Gidalevitz: Hallelujah and thank you.
J
Justin Lappen
Yona Gidalevitz any update when this will be available?
L
Linda Bruno
Yona Gidalevitz - Can we have an update? It has been over 8 months since this was marked "In Progress".
L
Linda Bruno
Does anyone even monitor this? How can you mark this in progress and here we are almost 10 months later with no completion, and no updates. Come on guys, this is basic stuff! Get your act together.
A
Abby McDowell
Merged in a post:
Customer bulk online payments
J
JENNIFER
We have many customers that place multiple orders at one time and need to pay multiple invoices. It is time consuming for them to pay for each invoice individually online. Is there a way you can create an option to pay when we send them the public profile they can have the option to pay all of the open invoices at once.
C
Colleen Naumann
Maybe merge the invoices like we can merge customers
A
Abby McDowell
Printavo
Merged in a post:
Statements for customers
R
Randy House
I need to be able to send monthly statements. We do contract printing for a national sporting goods firm. They cannot accept links to invoices. Need the ability to have PO/Job # etc. Ability do download info into excel spreadsheet would be great. System is great but a hassle to get info to get paid.
L
Linda Bruno
This really needs to be implemented. We have several customers asking for a statement and instead we have to re-send all of their outstanding invoices. If anyone has figured out a better way to do this, please reply.
C
Cynthia Ringgold
This would be a useful idea to implement.
Ryan McSherry
Merged in a post:
Customer Portal View
M
Mark Alexander
How about a check box for the customer to view unpaid invoices at their portal
Or a sort option on the columns. Wholesale customers that get a large number of invoices per week can easily miss an unpaid invoice when they fall of the first page. Customers are busy also and should be able to fully manage view of the payables to us... The info is all there just need to have some view options.
Load More
→