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Does anyone know if you are able to send out custo...
# advancedpdf
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Zareen
04/27/2020, 5:54 PM
Does anyone know if you are able to send out customer statements in bulk natively?
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suitemike
04/27/2020, 6:02 PM
Go to Transactions > Management > Print checks and forms > Statements. Select the customers you want to email and under actions hit the Email action
suitemike
04/27/2020, 6:02 PM
Suite answer id 42769 if you want to read more about it.
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KevinJ of Kansas
04/27/2020, 6:43 PM
YOu can also use workflows to send them on a schedule automatically.
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Zareen
04/27/2020, 8:31 PM
THANK YOU
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