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Emailing statements?

Question asked by Jamie Boyd 3 years ago

Hi,

Can you advise where I can see / amend the email template for sending statements please?

Also - is there somewhere to view them as sent items similar to an email sent items list?

Thanks in advance

Jamie

3 Replies

Hi Jamie,

You can go to Contacts> Emails> Email templates> Statement to edit it.

Any statements that have been sent will appear in Contacts> Emails> All emails, with the other sent emails. There, you can only filter by contact.

Thanks Aran - noted.

Next question - do statements just go as web link on the email or can you enable them to go as a PDF instead or also?

Hi Jamie,

Statements are emailed in link form, however, there is a link that the customer can click to produce a PDF once they are through to the statement page.

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