Customer Statement


#1

I reckon adding “Customer Statement” in the InvoicePlane 2 would be a good feature and be able to email the pdf copy using email template like;

Dear %CustomerName%,

Its been a great experience working with you.
Attached with this email is a list of all transactions for the period between %StartDate% to %EndDate%.
If you have any questions, just drop us an email or call us and we will get back to you.

Regards,
%UserName%
%CompanyName%


#2

Last Update: 2018-07-06


#3

I am not sure what you mean. The variables you describe are already available.


#4

Hi Kovah, please see the attached. I haven’t tried v2.0.1 yet but I was just floating this feature to be considered in the future release.


#5

Ah okay, you mean that the report should be ready to email to the customer directly from within the app?


#6

That is correct Kovah. It just provide customer with a nicely generated report and easy to read for their reference.