If you have access to E-mail Statements in Back-office, you will be able to attach invoices, credit notes and customer payments to the e-mail that is sent with the customer's statement. 




STEPS: 


1. In Advantage Back-office, click the left sidebar menu.

2. Click on the Customers menu

3. Open the E-mail Statements module.

4. The following attach statement transactions as .pdf docs are available:


  • Attach Invoices and Credit Notes:

Any invoices and credit notes will be e-mailed with the statement as PDF attachments.

  • Attach Customer Payments:

Any receipts (Point of Sale and Back office) will be e-mailed with the statement as PDF attachments.


NOTE: Learn How can I send customer statements directly from Back-office?


NOTE: You can also learn, How can I change the look of my customer statements?