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Email CIS monthly subcontractor statement of payments

Idea suggested by Ela Skubisz 4 years ago

Hi,

As a contractor we need to sent monthly statement of payments to subcontractors.

Once i process cis return i can see a PDF statement next to subcontractor's name on the return, but unfortunately i can't send it to subcontractor via clearbooks. At the moment i need to download each pdf statement and send it via outlook. This is not ideal, because it can cause errors (sending wrong statement to wrong subcontractor or simply forgetting to sent a statement as i might save it in the wrong folder or under wrong name).

Could you please add this feature to Clearbooks so that i will be able to email all monthly statements directly through clearbooks.

Thank you

2 Replies

Is there any update on this suggestion?

Hi Toni,

We don't have email options at present, but now you can create a custom CIS subcontractor statement that you could then save as a PDF and email out.

All the best,

Mohamed.

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