Send statements automatically every month
in progress
Jessica Lavoy
marked this post as
in progress
Thank you for your feedback! We're currently working on this feature and it will be available in our winter release in the automatic statements feature. We promise it's worth the freeze❄️!
T
Taylor Hoover
Automatically send statements on the first of the month to all clients with correct watermarks
Jessica Lavoy
Merged in a post:
Statements
C
Corie Ware
Send bulk statements and/or automate
Jessica Lavoy
Merged in a post:
Ability for statements to be sent automatically to clients at the start of each month
M
Meaghan Laird
Ability for statements to be sent automatically to clients at the start of each month