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Sending e-mails from: Customer Balance to Date

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Posted on by Oguzhan Gok

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Hello,

I'm trying to find a module which we can do the action I explain:

From customer balance to date page, I filter by spesific payment code;

Then when I click to preview it gives me the report. Let's say there are 10 different customers and their 25 invoices in total in this report. I want to send e mail to customers their invoices. But now I have to it manually, is there any module which I can directly do this ? Basically I want to see customer balance to date which has spesific payment term and send this invoices to the customers directly from that screen.

Thank you so much !

Best Regards

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Inge M. Bruvik 32,748 Super User 2024 Season 1 on at

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RE: Sending e-mails from: Customer Balance to Date

There is a customer statement report that would be more suitable to use for this need I think.

Have a look at the customer statement report and you can e-mail that report to the customer with a balance.
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Marco Mels on at

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RE: Sending e-mails from: Customer Balance to Date

Hello,

I think this requires custom development. Ask your partner what the options are.

Thank you.

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