Visible statement items in bulk

Question asked by Chris Clare 9 years ago

Hi All

A number of months ago I came across a limitation within the system that I bought to the attention of the team. It meant that when a customer clicked on the "Your Statement" link in the email it would only show them the last 10 invoices that were paid.

The problem was that we invoice a little amount quite a lot to a large number of clients and the 10 restriction meant they could not go back that far and had to ring us for missing invoices.

However unbeknown to me there is now a fix in the shape of a new box on the edit client tab under "Other Information" "Visible statement items" which I can now set to, I imagine whatever I want (100).

Big congrats and thanks for this, but I do still have one slight issue and that is the prospect of editing 1,700 customers one by one. So is there a way that this can be done on-mass or a default for new customers in my account config.

Here's hoping

Kind regards Chris

Write reply5

5 Replies

Thanks Chris, I just received the email. I will update you via that, as soon as everything has been amended for you.

All the best,

Natasha

Best answer
9 years ago

Hi Chris,

I'm glad to hear you're pleased with the update. I have asked one of our technical team to look into the possibility of bulk-updating this on the account for you. As soon as they get back to me, I will let you know.

If you need anything else in the meantime, please do get in touch.

All the best,

Natasha

9 years ago

Hi Natasha

Thanks for the response I will sit tight and wait.

Kind regards Chris

9 years ago

Hi Chris,

I've been advised that it will be possible for us to do this for you. Would you mind sending an email to contact support with details of your company account name and the number you want that to be set to, please? If you mark the email for my attention, I can then pass on that info to the technical team.

Many thanks.

All the best,

Natasha

9 years ago

Hi Natasha

Nice one thanks I will get an email over to them now.

Kind regards Chris

9 years ago

Thanks Chris, I just received the email. I will update you via that, as soon as everything has been amended for you.

All the best,

Natasha

Best answer
9 years ago

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