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Re: statements v. invoices

From: Shawn Hogan
Date: Wednesday, November 5, 2003
Time: 12:38:10 pm

Kathryn Cooper wrote:

> I've been sending invoices to customers on the first of each month. The
> invoices do not, of course, show payments which can be confusing. Do most
> people out there send an invoice to customers on a monthly basis, or do you
> send a statement? How do you batch process statements?

You can batch send statements with the statement button on any customer's
Invoices screen (it will prompt you to send to the current customer, or the
customers in your found set).


> I see where you generate invoices but then where would you have it print
> statements - and if I generate statements monthly, how far back will the
> statement go?

The statement will go back as far as you specify under the Miscellaneous
preferences (you can set the maximum number of items on the statement).

- Shawn

----------------------------------
Shawn D. Hogan
President, Digital Point Solutions
http://www.digitalpoint.com
(858) 452-3696


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