Statements
Include customer statements in emails using downloadable links or embedded statement content.
3 articles
- Smart Field to download the customer's statementKolleno enables you to send your customer's account statement directly by email by providing a unique download URL.
- Smart Field to include the customer's statement in the emailIncludes details about the statement directly in the content of your email.
- Smart Field to include the customer's open items statement in an emailAdd a table of the customer's open items (open invoices, unapplied credit notes and unapplied payments) with the total they owe to the body of any email template, using the…