Statements for Customers
complete
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.
T
Tammy McCann
So excited to hear that is "complete" but yeah, no info on how to do it and not finding anything new while looking through Printavo...
L
Leslie Peach
This has been marked complete... Can someone explain how to send them?
Heath Shuford
complete
M
MICHAEL NEELY
Heath Shuford Sounds great, how do we make a statement?
K
Kayla Kelly
Heath Shuford Would be real nice to have some information about how to do this. I see absolutely nothing in the customer profiles that lead me to believe I can send out a statement. Please advise.
Heath Shuford
Kayla Kelly An email was sent to customers on October 9th when this went live with instructions on how to create multi-payment requests. Here is a link to our Support doc that also provides instructions. Hope this helps!
K
Kayla Kelly
Heath Shuford Ah, I did not realize that Printavo was treating multi-payment requests as a customer statement. I've sent out plenty of the multi-payment requests, and that's not what this thread was asking for.
I have clients who want to pay one invoice at a time. But they'd like a statement to see what all invoices are open. Sending a mulit-payment request does show them all open invoices, but also creates a single payment request that my client cannot alter on their end. So I have to go back and make a 3rd payment request for each invoice.
(1st request created when sending the invoice initially, 2nd when sending a multi-payment request to act as a statement, and then a 3rd time to make the request only for one invoice instead of multiple)
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?
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Linda Bruno
Yona Gidalevitz - Can we have an update? It has been over 8 months since this was marked "In Progress".
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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
Merged in a post:
Send invoice
E
Eric Kahle
Is it possible to make an automation in Printavo like create a new status “Send invoice” for net 30 customer. Requesting payment is confusing to these customers as it appears to be a credit card payment request on their end.
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.
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