I would like to be able to send customer statements from Dear and run basic credit control from Dear.
My client uses Xero which is great for the credit control of shipped and invoiced goods, however, most of my clients customers are required to pay 50% on order or before invoice & shipment which means I can only run that side of credit control from Dear. The date the deposit payment is overdue is calculated from the order date, and the date the balance is overdue is calculated from the invoice/shipment date.
Customers could have multiple open orders, so I would like this functionality at invoice level and at customer level so we can manage the 'open' position of each customer.
Could this be considered for a future release please.
Just linking this feature request with the 'Credit Note' feature request since I think the two are related: http://support.dearsystems.com/support/discussions/topics/1000042620
Hopefully 'credit' and 'statement' features will be implemented sometime soon as it's one of the few remaining issues we have that really complicates managing the business. Syncing this information with Xero will be hugely helpful too.
Thanks for all the great updates in 2015 :-)
Having a statement that can be emailed directly to customer accounts that are overdue would be a great addition!